| 【Company Research】AAC Technologies (2018 HK) – 4Q20 beat on one-off gain; Optics ASP/GPM weaker than expected |
| 【Company Research】Suntien Green Energy (956 HK) – Earnings growth to resume in 2021E |
| 【Company Research】Mengniu (2319 HK) – GPM impressively widened in 2H20 |
| 【Company Research】Anta (2020 HK) – Multiple short and long-term growth drivers |
| 【Company Research】Lonking (3339 HK) – Strong beat on 2020 results; Attractive yield of 12% |
| 【Company Research】New China Life (1336 HK) – Heading for balanced growth |
| 【Company Research】Geely (175 HK) – Official spin-off the BEV segment - Zeeker |
| 【Company Research】Dahua (002236 CH) – Gap with Hikvision not narrowed |
| 【Company Research】Jiumaojiu (9922 HK) – Gradual recovery with margin enhancements |
| 【Company Research】Tencent (700 HK) – Alert on short-term pressure |
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