| 【行业研究】中国光伏行业 – 供应链情况更新:海外需求能见度依然较低 |
| 【Company Research】Man Wah (1999 HK) – Robust E-commerce growth and falling costs |
| 【Company Research】China International Capital Corp. (3908 HK) – Strong 1Q20 on invt. banking; A-share IPO accelerating |
| 【Company Research】AAC Technologies (2018 HK) – Worst is over but GPM pressure to persist; Maintain Sell |
| 【公司研究】卓越教育 (3978 HK) – 路演纪要 |
| 【Company Research】Tencent (700 HK) – Eye-catching 1Q20 with strong game & social ads |
| 【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 |