| 【Company Research】Alibaba (BABA US) – Better-than-expected ecommerce recovery |
| 【Company Research】Pinduoduo (PDD US) – More bullish on topline growth |
| 【Company Research】Tongcheng-Elong (780 HK) – Moving to 2H20E recovery |
| 【Company Research】JOYY Inc. (YY US) – More bullish on Bigo’s overseas expansion |
| 【Company Research】Mengniu (2319 HK) – Sales recovery ahead of expectation |
| 【Sector Research】China Healthcare Sector – The race for a COVID-19 vaccine |
| 【Company Research】Xiaomi (1810 HK) – Strong 5G outlook and share gain; U/G to BUY |
| 【Company Research】Shimao (813 HK) – A series of good news |
| 【Company Research】Baidu (BIDU US) – Ads recovery on track |
| 【Company Research】Momo (MOMO US) – 1Q20E Preview: Cautious on recovery path |
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