| 【Company Research】WH Group (288 HK) – US hog futures rallied as trade tensions ease |
| 【Sector Research】China Construction Machinery Sector – Implications of 1H19 results and upcoming drivers |
| 【Sector Research】China Banking Sector – Downside pressure in TSF persists |
| 【Company Research】Hong Kong Exchange & Clearing (388 HK) – Potential acquisition of LSEG: Uncertainty prevails |
| 【Sector Research】China Technology Sector – New iPhones unexciting as expected; Lower starting price is the only surprise |
| 【Company Research】Sunny Optical (2382 HK) – Record-high Aug shipment; Strength continues into 4Q19E |
| 【Company Research】Haitong UniTrust (1905 HK) – Efforts to develop MSE & Retail customers paid off |
| 【Company Research】Midea Group (000333 CH) – Prudent sales and rosy margins for 2H19E |
| 【Company Research】Wisdom Education (6068 HK) – Student enrollment missed but organic growth still strong |
| 【Sector Research】China Brokerage Sector – Higher earnings visibility given favorable policy environment |