| 【Sector Research】China Technology Sector – Implications of US expanding restriction on Huawei |
| 【Sector Research】China Solar Sector – Supply chain updates: overseas demand visibility is still low |
| 【Company Research】Man Wah (1999 HK) – Robust E-commerce growth and falling costs |
| 【Company Research】China International Capital Corp. (3908 HK) – Strong 1Q20 on invt. banking; A-share IPO accelerating |
| 【Company Research】AAC Technologies (2018 HK) – Worst is over but GPM pressure to persist; Maintain Sell |
| 【Company Research】Beststudy Education (3978 HK) – Key NDR takeaways |
| 【Company Research】Tencent (700 HK) – Eye-catching 1Q20 with strong game & social ads |
| 【Company Research】Cafe De Coral (341 HK) – Expect a massive subsidy and traffic recovery |
| 【Company Research】InnoCare Pharma (9969 HK) – Biopharmaceutical company developing global innovative therapies in oncology and autoimmune areas |
| 【Sector Research】China Brokerage Sector – Reform acceleration could drive further divergence |
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