| 【Company Research】JOYY Inc. (YY US) – Solid 4Q19; Eyes on overseas momentum |
| 【Company Research】Sunny Optical (2382 HK) – Wait for better entry point, Maintain Hold |
| 【Company Research】Xinyi Solar (968 HK) – FY19 earnings in line; new capacity delay by 1Q |
| 【Company Research】Huadian Fuxin (816 HK) – Decent FY19E results; but facing cloudy 2020 |
| 【Company Research】Shimao (813 HK) – Prepared for M&A |
| 【Sector Research】China Construction Machinery – Focus on China infrastructure names amid volatile market |
| 【Sector Research】China Technology Sector – New Infrastructure opportunities in supply chain |
| 【Sector Research】China Solar Sector – Brace for a potential demand shock |
| 【Company Research】Pinduoduo (PDD US) – A mixed quarter; Waiting for ecommerce recovery |
| 【Company Research】BOC Aviation (2588 HK) – A defensive play against industry uncertainty |
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