【Company Research】A-Living (3319 HK) - Flying Dragon, Leaping Tiger |
【Company Research】Shenzhen Expressway (548 HK) - Integrated land development model brings more benefits |
【Sector Research】Auto OEM Sector – Market bottoms with potential policy stimulus |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – SHIG to officially control Sinotruk after the equity transfer |
【Company Research】Beststudy Education (3978 HK) - Worst behind; Expect strong recovery in 2H19E |
【Company Research】China Lesso (2128 HK) – Improvement of pipe sales + upside on new business |
【Company Research】China Gas Holdings (384 HK) – Entering golden era in Northeastern China |
【Company Research】Alibaba (BABA US) – Key takeaways from 2019 Investor Day |
【Company Research】NWS Holdings (659 HK) – Results missed but worst is over |
【Sector Research】China Healthcare Sector – Worse-than-expected price cut; eye on R&D names |