| 【Sector Research】HK Property Sector – Supply is the issue |
| 【Company Research】VPower (1608 HK) - Taking a big step ahead in Myanmar |
| 【Sector Research】Telco Equipment Sector – 5G service on the horizon but softer 5G BTS outlook |
| 【Sector Research】China Heavy Duty Truck Sector – HDT sales +7% YoY in Sep; the highest growth since Mar |
| 【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 |
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