| 【Company Research】FIT Hon Teng (6088 HK) – Weak 1H20 in-line; 2H recovery on Belkin/iPhone |
| 【Company Research】China Longyuan (916 HK) – 1H20 results in line; await subsidies funding resolve plan |
| 【Company Research】WH Group (288 HK) – 1H20 results below on epidemic-related costs |
| 【Sector Research】China Banking Sector – Earnings negative mostly priced in, turning point looms |
| 【Sector Research】China Construction Machinery Sector – Sustainable demand for excavator in 2H20E |
| 【Company Research】Zhongsheng (881 HK) – Expect high growth in 2H20E |
| 【Company Research】JNBY Design (3306 HK) – The worst is over and better visibility ahead |
| 【Sector Research】Internet Finance Sector – Quality player to outstand from industry recovery |
| 【Company Research】Ping An (601318 CH) – Explore the boundless |
| 【Company Research】Xinyi Solar (968 HK) – Shining 1H20 from PV glass sales |
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