| 【Company Research】Xtep (1368 HK) – Core brand’s recovery to drive re-rating |
| 【Sector Research】Solar Power Equipment – Picks and Shovels in the Solar Gold Rush |
| 【Sector Research】China Construction Machinery Sector – Excavator sales +61% YoY in Oct; Leading indicators suggest sustainable momentum |
| 【Company Research】I-Mab BioPharma (IMAB US) – Promising Phase 1 data of anti-CD47 antibody at the 2020 SITC Annual Meeting |
| 【Sector Research】China Beer and White Wine sector – Leaders to benefit from ASP growth and sector consolidation; top picks are Moutai and CR Beer |
| 【Company Research】Bilibili (BILI US) – Evolving and Expanding |
| 【Company Research】SAIC Motor (600104 CH) – Market sentiment is rising on A-share auto |
| 【Company Research】BYD - A (002594 CH) – Momentum to maintain with NEV sales |
| 【Company Research】BYD - H (1211 HK) – Momentum to maintain with NEV sales |
| 【Company Research】Alibaba (9988 HK) – 2QFY21 beat on margin |
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