【公司研究】大家乐 (341 HK) – 憧憬巨额的抗疫补贴以及客流回升 |
【公司研究】诺诚健华 (9969 HK) – 专注肿瘤和自免疫领域全球创新药的生物制药公司 |
【Sector Research】China Brokerage Sector – Reform acceleration could drive further divergence |
【行业研究】中国工程机械行业 – 挖掘机4月销售同比大增60%;5、6月料势头持续 |
【Company Research】Hong Kong Exchange & Clearing (388 HK) – 1Q20 solid core revenue weighed by invt. losses |
【Company Research】JOYY Inc. (YY US) – Expecting solid 1Q20E on track |
【公司研究】美的集团 (000333 CH) – 国内复苏足以抵御海外订单损失 |
【Company Research】Ascentage Pharma (6855 HK) – HQP-1351 obtained ODD from US FDA |
【Sector Research】China Technology Sector – Apple FY2Q above; Conservative outlook as expected |
【Company Research】Zhejiang Dingli - A (603338 CH) – Secular growth story intact; Raised earnings estimates & TP |