| 【Company Research】YY (YY US) – Tour takeaways: Eyes on overseas expansion |
| 【Company Research】A-Living (3319 HK) – Brand new group with full property management (PM) coverage |
| 【Company Research】KWG (1813 HK) – Aiming at 30% p.a. contracted sales growth |
| 【Sector Research】China Heavy Duty Truck Sector – HDT sales +5% YoY in Nov in line with est.; Staying positive in 2020E |
| 【Company Research】Country Garden (2007 HK) – President Talk |
| 【Company Research】Bosideng (3998 HK) – Solid 1H20 results, improving 2H20E outlook |
| 【Sector Research】China Healthcare Sector – Release of NRDL negotiation results; overhang removed for domestic PD-1 drugs |
| 【Company Research】Tongcheng-Elong (780 HK) – 3Q19 beat; Expecting 4Q19 to accelerate |
| 【Company Research】Momo (MOMO US) – Solid 3Q19; Eyes on Tantan’s initiatives |
| 【Company Research】Xiaomi (1810 HK) – Solid 5G roadmap; Maintain Hold on fair valuation |
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