| 【Sector Research】Supply chain implications on Huawei Mate 40 launch |
| 【Company Research】Tongcheng-Elong (780 HK) – Solid 3Q20E ahead |
| 【Company Research】Ping An Bank (000001 CH) – Profit expansion back on track; Asset quality a bright spot |
| 【Company Research】SANY Heavy Industry – A (600031 CH) – Excavator sales growth accelerated; Raised earnings est. & TP |
| 【Company Research】Anta (2020 HK) – A stellar golden week after an in-line 3Q |
| 【Company Research】BYD - A (002594 CH) – Upside remains as bottom-line revised up |
| 【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Profit surprise in 3Q20 reaffirms our positive view |
| 【Company Research】BYD - H (1211 HK) – Upside remains as bottom-line revised up |
| 【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Profit surprise in 3Q20 reaffirms our positive view |
| 【Company Research】Hope Education (1765 HK) – Acquisition to develop asset light model |