| 【Company Research】Sunny Optical (2382 HK) – HSL/VLS recovery on track in June; Maintain BUY |
| 【Company Research】Tongda (698 HK) – 1H20 worse than expected; Wait for better visibility |
| 【Company Research】WH Group (288 HK) - Maintain Buy on undemanding valuation |
| 【Sector Research】China Construction Machinery & HDT Sector – Excavator sales +63% YoY in Jun; Momentum to continue in Jul & Aug |
| 【Company Research】Anta Sports (2020 HK) – Expecting a strong 2Q, driven by e-commerce |
| 【Company Research】Yuzhou Group (1628 HK) – Small but beautiful |
| 【Company Research】FIT Hon Teng (6088 HK) – Major overhang removed; Lift TP for 2H recovery |
| 【Sector Research】China Brokerage Sector – Optimism & reform suggest more earnings upsides |
| 【Company Research】China Longyuan (916 HK) – 1H20 operating performance on track |
| 【Sector Research】China Education Sector – CMBI Virtual Corporate Day takeaways |
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