| 【Company Research】Shimao (813 HK) – A series of good news |
| 【Company Research】Baidu (BIDU US) – Ads recovery on track |
| 【Company Research】Momo (MOMO US) – 1Q20E Preview: Cautious on recovery path |
| 【Sector Research】China Technology Sector – Implications of US expanding restriction on Huawei |
| 【Sector Research】China Solar Sector – Supply chain updates: overseas demand visibility is still low |
| 【Company Research】Man Wah (1999 HK) – Robust E-commerce growth and falling costs |
| 【Company Research】China International Capital Corp. (3908 HK) – Strong 1Q20 on invt. banking; A-share IPO accelerating |
| 【Company Research】AAC Technologies (2018 HK) – Worst is over but GPM pressure to persist; Maintain Sell |
| 【Company Research】Beststudy Education (3978 HK) – Key NDR takeaways |
| 【Company Research】Tencent (700 HK) – Eye-catching 1Q20 with strong game & social ads |
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