| 【Company Research】Tongda (698 HK) – Weak 1H20 in-line; Margin risk remains an overhang |
| 【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |
| 【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |
| 【Company Research】Xiaomi (1810 HK) – Beneficiary on Huawei weakness; Lift TP to HK$21 |
| 【Company Research】PICC P&C (2328 HK) – Improving underwriting profit |
| 【Company Research】NWS Holdings (659 HK) – Selling loss-making bus business is a relief |
| 【Company Research】BOC Aviation (2588 HK) – 1H20 earnings weighed on by surged impairment |
| 【Company Research】Alibaba (9988 HK) – A strong start in FY21 |
| 【Company Research】Alibaba (BABA US) – A strong start in FY21 |
| 【Company Research】Meidong Auto (1268 HK) – High future growth underpins the valuation |