【Sector Research】China Technology Sector – New Infrastructure opportunities in supply chain |
【Sector Research】China Solar Sector – Brace for a potential demand shock |
【Company Research】Pinduoduo (PDD US) – A mixed quarter; Waiting for ecommerce recovery |
【Company Research】BOC Aviation (2588 HK) – A defensive play against industry uncertainty |
【Company Research】Transfer of Coverage |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – Incrementally positive on the back of more signs of recovery |
【Company Research】Termination of Coverage |
【Company Research】Ascentage Pharma (6855 HK) – Encouraging progress in innovative BCL-2 inhibitor |
【Company Research】Want Want (151 HK) – COVID-19 impact could be priced in |
【Company Research】Times China (1233 HK) – Cautious 2020 target |