| 【Company Research】Sinic Holdings (2103 HK) – Structural change in land bank composition to support sustainable growth |
| 【Company Research】BYD - H (1211 HK) – Strong DM-i growth ahead |
| 【Company Research】CR Mixc Lifestyle (1209 HK) – Negotiations with existing malls to accelerate asset-light delivery |
| 【Company Research】WH Group (288 HK) – Expect record high adj. NP in 2021E led by strong recovery in US market |
| 【Company Research】CICC (3908 HK) – Outstanding FY20 results across the board |
| 【Company Research】I-Mab BioPharma (IMAB US) – Multiple important clinical readouts in 2021 |
| 【Sector Research】China Construction Machinery / HDT – Earnings highlights for Zoomlion, SANY Heavy & Weichai |
| 【Company Research】Shimao (813 HK) – Strong 2020 results + more bullish guidance |
| 【Company Research】BYD Electronics (285 HK) – FY20 in-line; Reiterate BUY with multiple drivers ahead |
| 【Company Research】Glodon (002410 CH) – SaaS is good but operating leverage unclear yet |
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