| 【Company Research】Tigermed (300347 CH) – Near term pressure from COVID-19 outbreak won’t hurt long-term growth prospects |
| 【Company Research】China Gas Holdings (384 HK) – COVID-19 to have impacts on FY20 results |
| 【Company Research】Poly Develop - A (600048 CH) – One of the fastest growing developers |
| 【Sector Research】China Technology Sector – New iPhone SE unveiled as expected; COVID-19 continues to weigh on demand |
| 【Company Research】Anta Sports (2020 HK) – Strong beat in 1Q and likely turnaround in 2Q |
| 【Company Research】SANY International (631 HK) – 1Q20 earnings -7% within expectation; New product launch underway |
| 【Company Research】SAIC Motor (600104 CH) – Wait for the turning point of two GMs |
| 【Sector Research】China Brokerage Sector – Resilient Mar set for better-than-expected 1Q20E results |
| 【Company Research】Postal Savings Bank of China (1658 HK) – Conference call takeaway – plenty room to defend near-term hit |
| 【Sector Research】China Construction Machinery and HDT Sector – Lift forecast on excavator on strong demand; BUY SANY & Hengli |
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