| 【Company Research】Yum China (9987 HK) – A good start in FY21E despite a few headwinds |
| 【Company Research】Zhejiang Dingli - A (603338 CH) – 4Q20 & 1Q21 results below expectation; margin pressure a concern |
| 【Company Research】ZTE (763 HK) – 1Q21 confirmed GPM recovery on track; Reiterate BUY |
| 【Company Research】WH Group (288 HK) – Attractive valuation; expect record high adj. NP in 2021E |
| 【Company Research】Glodon (002410 CH) – Exceptionally strong SaaS boosted free cash flow |
| 【Company Research】Sunway (300136 CH) – Downgrade to HOLD on margin concerns |
| 【Company Research】Jiangsu Hengli (601100 CH) – Earnings impressive but we are now more conservative on valuation |
| 【Company Research】Strawbear Entertainment (2125 HK) – Content innovation makes difference |
| 【Company Research】LONGi – A (601012 CH) – Maintain steady in wind and waves |
| 【Company Research】CSC Financial (6066 HK) – 1Q21 earnings dragged by weak invt. gains |
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