| 【Company Research】Tencent (700 HK) – Soft 3Q19; moving to 4Q19E better outlook |
| 【Sector Research】China Internet Sector – All eyes on "11.11" |
| 【Company Research】- Bosideng (3998 HK) - Solid performance on Single day, buy the dip |
| 【Sector Research】China Banking Sector - Credit data missed expectation in Oct |
| 【Company Research】Cafe De Coral（341 HK）– No immunity and limited visibility |
| 【Company Research】 AAC Technologies (2018 HK) - Worst is likely over but most positives are priced in |
| 【Company Research】Baidu（BIDU US）– 3Q19 strong beat on cost efficiency |
| 【Company research】Shimao (813 HK) – Price-in after 33% YTD share price surging |
| 【Company research】 Henlius (2696 HK) – Affordable innovation for global market |
| 【Company Research】Yuexiu Transport (1052 HK) – Acquisition underpins sustainable growth |
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