| 【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 |
| 【Company Research】Pinduoduo (PDD US) – A mixed quarter; Waiting for ecommerce recovery |
| 【Company Research】BOC Aviation (2588 HK) – A defensive play against industry uncertainty |
| 【Company Research】Transfer of Coverage |