【Company Research】Tongda Group (698 HK) – Not immune from COVID-19 impact; D/G to HOLD |
【Company Research】A-Living (3319 HK) – Looking forward to next 3-year development |
【Company Research】JOYY Inc. (YY US) – Solid 4Q19; Eyes on overseas momentum |
【Company Research】Sunny Optical (2382 HK) – Wait for better entry point, Maintain Hold |
【公司研究】信义光能 (968 HK) – 19年业绩符合预期,新产能受疫情影响延迟一季度 |
【公司研究】华电福新 (816 HK) – 预料19财年业绩不俗;20年前路面临阴霾 |
【公司研究】世茂 (813 HK) – 为并购做好准备 |
【行业研究】中国工程机械行业 – 市场波动中聚焦中国基建板块 |
【Sector Research】China Technology Sector – New Infrastructure opportunities in supply chain |
【Sector Research】China Solar Sector – Brace for a potential demand shock |