| 【Company Research】Tencent (700 HK) – Solid 2Q20 with strong mobile game |
| 【Company Research】FIT Hon Teng (6088 HK) – Weak 1H20 in-line; 2H recovery on Belkin/iPhone |
| 【公司研究】龙源电力 (916 HK) – 上半年业绩符合预期; 期待补贴资金解决方案 |
| 【公司研究】万洲国际 (288 HK) – 疫情拉高成本 上半年业绩逊预期 |
| 【Sector Research】China Banking Sector – Earnings negative mostly priced in, turning point looms |
| 【Sector Research】China Construction Machinery Sector – Sustainable demand for excavator in 2H20E |
| 【Company Research】Zhongsheng (881 HK) – Expect high growth in 2H20E |
| 【Company Research】JNBY Design (3306 HK) – The worst is over and better visibility ahead |
| 【行业研究】互联网金融行业 – 网贷行业迎来復苏,头部玩家脱颖而出 |
| 【Company Research】Ping An (601318 CH) – Explore the boundless |