【Company Research】SANY International (631 HK) – Significant increase in 2019E earnings; Normal operation at present |
【Company Research】JS Global Lifestyle (1691 HK) – Cross-selling with world-class tech and style |
【Company Research】LONGi – A (601012 CH) – Facing pricing pressure in 2020 |
【Company Research】Jinxin Fertility (1951 HK) – Business intact from the new Coronavirus outbreak |
【Sector Research】China Technology Sector – Apple another beat on iPhone/wearables |
【Sector Research】China Heavy Duty Truck Sector – Potential change in market share due to Wuhan Pneumonia |
【Sector Research】China Banking Sector – Proactive provisioning to beef up FY20E earnings |
【Company Research】COGO (81 HK) – Positive profit alert with more than 60% growth |
【Company Research】NWS Holdings (659 HK) – Road to recovery – takeaways from tour |
【Sector Research】China Construction Machinery Sector – SANY & Hengli issued +ve profit alert; Expect SANYI the next |