【Company Research】KWG Living (3913 HK) – Solid, premium and expansive |
【Sector Research】China Internet Sector – Eyes on "11.11": livestreaming & logistics |
【Company Research】Pinduoduo (PDD US) – Upbeat 3Q20 with first quarterly profit |
【Company Research】Shimao Services (873 HK) – Entering an increasingly selective sector |
【Company Research】Tencent (700 HK) – Solid 3Q20; Eyes on rich pipeline |
【Company Research】Xtep (1368 HK) – Core brand’s recovery to drive re-rating |
【Sector Research】Solar Power Equipment – Picks and Shovels in the Solar Gold Rush |
【Sector Research】China Construction Machinery Sector – Excavator sales +61% YoY in Oct; Leading indicators suggest sustainable momentum |
【Company Research】I-Mab BioPharma (IMAB US) – Promising Phase 1 data of anti-CD47 antibody at the 2020 SITC Annual Meeting |
【Sector Research】China Beer and White Wine sector – Leaders to benefit from ASP growth and sector consolidation; top picks are Moutai and CR Beer |