| 【Company Research】WH Group (288 HK) – Recovery led by US market in 2021E |
| 【Company Research】Hong Kong Exchange & Clearing (388 HK) – Stamp duty hike impact not significant; current valuation largely reflects strong ADT trend |
| 【Sector Research】China Property Sector – Strong Feb sales to fuel the sector rotation; Neutral to the land reform |
| 【Company Research】CG Service (6098 HK) – Potential acquisition of Languang Juston: Positive |
| 【Company Research】Kingsoft Cloud (KC US) – China cloud service pure play |
| 【Company Research】Suntien Green Energy (956 HK) – Heading towards further re-rating opportunities |
| 【Fixed Income Research】Ehouse – Diversification play in Chinese High-Yield (EHOUSE) |
| 【Sector Research】China Express Delivery Sector – Major players reported strong shipment growth and improving ASP in Jan |
| 【Company Research】iQIYI (IQ US) – Moving into 2021 rich content pipeline |
| 【Company Research】Baidu (BIDU US) – From Search to Auto |
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