【Company Research】S.C New Energy Technology (300724 CH) – Solid backlog and stabilized margin; raise earnings estimates and TP |
【Company Research】WuXi AppTec (603259 CH) – Strong growth outlook in 2021 and beyond |
【Company Research】JS Global Lifestyle (1691 HK) – Upbeat SharkNinja growth is likely in 2H20E |
【Company Research】Jiangsu Hengli Hydraulic (601100 CH) – 2020E earnings above market expectation; Solid structural growth story |
【Fixed Income Research】21Vianet Inc. – CB issuance supporting capex a credit positive (VNET) |
【Company Research】Suzhou Maxwell Technologies (300751 CH) – Leading screen printing equipment maker penetrating into HJT cell production equipment |
【Company Research】China Longyuan (916 HK) – Absorption and merger to enhance leading position and release Company value |
【Company Research】VPower (1608 HK) – Earnings to maintain rapid growth despite emerging pandemic impacts |
【Economic Perspectives】China Economy in 4Q20 – Growth beat; resurgence of COVID-19 may complicate near-term business outlook |
【Company Research】Xtep (1368 HK) – An impressive 4Q20 to drive further re-rating |