| 【Company Research】Tian Lun Gas (1600 HK) – Controlling holder to purchase shares from IFC |
| 【公司研究】比亚迪控股 - A (002594 CH) – 半导体业务分拆上市有序推进 |
| 【公司研究】比亚迪控股 - H (1211 HK) – 半导体业务分拆上市有序推进 |
| 【Company Research】AAC Technologies (2018 HK) – 1Q21 in-line with better acoustics; Maintain HOLD on fair valuation |
| 【Company Research】XPENG (XPEV US) – 1Q21 performance ahead of projections; 2Q21E auto-delivery curb by chip supply |
| 【Company Research】Bilibili (BILI US) – A strong start in FY21E |
| 【Company Research】Alibaba (BABA US) – A big investment year ahead |
| 【Sector Research】China Property Service Sector – Long shopping mall operators in 2Q |
| 【Company Research】Powerlong Commercial (9909 HK) – Visibility enhanced for 2021 target with on-track rental/sales growth and more reasonable opening schedule |
| 【Company Research】Transfer of Coverage |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
