【Company Research】Union Medical Healthcare (2138 HK) – Solid medical services |
【Company Research】Wisdom Education (6068 HK) – Explore asset-light model to enhance return |
【Company Research】Cafe De Coral (341 HK) – 1H20 results inline but pressure may sustain |
【Sector Research】China Construction Machinery Sector – Four structural drivers to extend the upcycle to 2020-21E |
【Company Research】Prada (1913 HK) – Retail turnaround may drive further re-rating |
【Company Research】Mengniu (2319 HK) – Acquisition to access raw milk supply and become regional player |
【Company Research】Xiaomi (1810 HK) – 3Q19 preview: Mobile/Ads slowdown to persist |
【Company Research】China Aoyuan (3883 HK) – Striving to be Top 20 in 2020 |
【Company Research】Xtep (1368 HK) – New brands require both time and investments |
【Company Research】Pinduoduo (PDD US) – 3Q19 results missed; Focusing on user engagement |