| 【Company Research】Jiangsu Hengli Hydraulic (601100 CH) – Expect a strong 3Q; Robust demand in Oct; Raised estimate & TP |
| 【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
| 【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
| 【Company Research】Shanghai Henlius Biotech, Inc. (2696 HK) – Smooth operation |
| 【公司研究】信义光能 (968 HK) – 玻璃价格再次上涨,进一步推升20/21年盈利 |
| 【Company Research】NWS Holdings (659 HK) – Too cheap to ignore |
| 【Company Research】Languang Justbon (2606 HK) - Sizable acquisition needed to progress |
| 【Sector Research】China Heavy-duty Truck Sector - Higher certainty driven by strong policy momentum |
| 【Company Research】Sinotruk (Hong Kong) (3808 HK) – Ji’nan Truck’s fund-raising exercise a long-term positive |
| 【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide’s 2L+ mCRPC Phase III trial needs to wait for OS data |