| 【Company Research】Midea (3998 HK) – Consistent outperformance by great strategy |
| NWS Holdings (659 HK) - FTLife acquisition to drive earnings recovery |
| 【Company Research】Bosideng (3998 HK) – Brand upgrades and easing costs pressure |
| 【Company Research】Juneyao Airlines (603885 CH) – 3Q19 RPK growth beats expectation |
| 【Company Research】Alibaba (BABA US) – 2QFY20 beat again with strong core |
| 【Sector Research】China Heavy-duty Truck Sector – HDT sales growth of 12% YoY in Oct reaffirms our bullish view |
| 【Company Research】China Southern Airlines - H (1055 HK) – Solid operating results; positive 4Q19 outlook |
| 【Company Research】China Southern Airlines - A (600029 CH) – Solid operating results; positive 4Q19 outlook |
| 【Company Research】Air China - A (601111 CH) – 9M19 revenue in line; cautiously optimistic 4Q19 outlook |
| 【Company Research】Air China - H (753 HK) – 9M19 revenue in line; cautiously optimistic 4Q19 outlook |
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