【Company Research】iHuman Inc. (IH US) – Let children learn with fun |
【Company Research】Haier Smart Home (6690 HK) – Premiumization, globalization and synergies |
【Company Research】China Feihe (6186 HK) – Well positioned to gain market share |
【Company Research】iQIYI (IQ US) – China’s online Disney in the making |
【Company Research】Redsun Services (1971 HK) – VAS to drive a strong 2020E and re-rating |
【Company Research】Far East Horizon Limited (3360 HK) – Rooting in finance, thriving on industrial operation |
【Sector Research】China 5G Technology – Picking structural winners amid uncertainties; Initiate at Outperform |
【Company Research】Trip.com (TCOM US) – Recovery in sight |
【Company Research】Radiance Holdings Limited (9993 HK) – Profit-over-scale strategy to pay off; Initiate with Buy |
【Company Research】Xinyi Solar (968 HK) – FY20E earnings to surge 75% - 95% YoY |