【Company Research】Goldwind - A (002202 CH) – Strong 1Q20 results; but headwind remains |
【Company Research】JS Global Lifestyle (1691 HK) – Industry leading performance to drive re-rating |
【Company Research】Yili (600887 CH) – Expect full recovery of sales by Jun |
【Company Research】Bestway Global (3358 HK) – Falling demand as well as production costs |
【Company Research】Goldwind - H (2208 HK) – Strong 1Q20 results; but headwind remains |
【Company Research】Huatai Securities (6886 HK) – Fee income growth played the lead |
【Sector Research】China Construction Machinery & HDT Sector – HDT sales +43% YoY in Apr; Expect robust growth for other machinery |
【Company Research】Hope Education (1765 HK) – Strong 1HFY20; multiple growth drivers |
【Company Research】GAC Group (2238 HK) – Expect earnings rebound from 2Q20E |
【Company Research】BYD Electronics (285 HK) – A strong year despite COVID-19; Upgrade to BUY |