| 【Company Research】Pinduoduo (PDD US) – Secular growth intact despite mixed 2Q20 |
| 【Company Research】PA Good Doctor (1833 HK) – Strong growth in core business |
| 【Company Research】Logan Property (3380 HK) – Aiming at 20% sales growth |
| 【Company Research】Meituan Dianping (3690 HK) – Eye-catching 2Q20 with record-high margin |
| 【Company Research】Agile (3383 HK) – More spin-offs reflect true value |
| 【Company Research】Tongda (698 HK) – Weak 1H20 in-line; Margin risk remains an overhang |
| 【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |
| 【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |
| 【Company Research】Xiaomi (1810 HK) – Beneficiary on Huawei weakness; Lift TP to HK$21 |
| 【Company Research】PICC P&C (2328 HK) – Improving underwriting profit |