【Fixed Income Research】21Vianet has sufficient cash to repurchase share from Tuspark, but capex need remains (VNET) |
【Company Research】Momo (MOMO US) – Wait for more recovery signs |
【Company Research】CMGE Technology (302 HK) – Eyes on three key titles in pipeline |
【Company Research】AAC Technologies (2018 HK) – 4Q20 beat on one-off gain; Optics ASP/GPM weaker than expected |
【Company Research】Suntien Green Energy (956 HK) – Earnings growth to resume in 2021E |
【Company Research】Mengniu (2319 HK) – GPM impressively widened in 2H20 |
【Company Research】Anta (2020 HK) – Multiple short and long-term growth drivers |
【Company Research】Lonking (3339 HK) – Strong beat on 2020 results; Attractive yield of 12% |
【Company Research】New China Life (1336 HK) – Heading for balanced growth |
【Company Research】Geely (175 HK) – Official spin-off the BEV segment - Zeeker |