| 【Company Research】China Overseas Property (2669 HK) – Await recovery |
| 【Company Research】Geely (175 HK) – 1H19 performance updates |
| 【Company Research】Yancoal Australia (3668 HK) – 1H19 results in line with expectation |
| 【Company Research】Agile (3383 HK) – Generous payout |
| 【Company Research】Pinduoduo (PDD US) – Eye-catching 2Q19; More to come |
| 【Company Research】SANY International (631 HK) – Net profit +54% YoY; Strong cash flow a +ve surprise |
| 【Company Research】COGO (81 HK) – Attractive valuation |
| 【Company Research】Tongda Group (698 HK) – Worst is over; Back to the growth mode |
| 【Company Research】Xiaomi (1810 HK) – 2Q19 above on one-off; Mobile/Ads headwinds likely to continue |
| 【Company Research】Vanke - H (2202 HK) – Best of Top Three |