【Sector Research】China express delivery – Eyes on “Double 11” amid accelerated sector consolidation |
【Company Research】Momo (MOMO US) – 3Q19E Preview: user recovery to come |
【Company Research】Hope Education (1765 HK) – Reverse roadshow takeaways |
【Company Research】Duiba (1753 HK) – Expecting ads acceleration in 2H19E |
【Company Research】Tencent (700 HK) – 3Q19 Preview: solid game with ads headwinds |
【Sector Research】China Wind Operators – Sluggish 3Q19 operating performance |
【Sector Research】Telco Equipment Sector – Ericsson’s solid 3Q19 and upbeat outlook delivered positive signals to supply chain |
【Company Research】Alibaba (BABA US) – 2QFY20E Preview: Solid results with strong core commerce |
【Company Research】FIT Hon Teng (6088 HK) – Kantatsu deal positive for vehicle biz; Reiterate Buy |
【Company Research】China CITIC Bank - A (601998 CH) – Solid 3Q19 earnings on robust margin and fee trends |