| 【Company Research】- Bosideng (3998 HK) - Solid performance on Single day, buy the dip |
| 【Sector Research】China Banking Sector - Credit data missed expectation in Oct |
| 【Company Research】Cafe De Coral(341 HK)– No immunity and limited visibility |
| 【Company Research】 AAC Technologies (2018 HK) - Worst is likely over but most positives are priced in |
| 【Company Research】Baidu(BIDU US)– 3Q19 strong beat on cost efficiency |
| 【Company research】Shimao (813 HK) – Price-in after 33% YTD share price surging |
| 【Company research】 Henlius (2696 HK) – Affordable innovation for global market |
| 【Company Research】Yuexiu Transport (1052 HK) – Acquisition underpins sustainable growth |
| 【Company Research】Midea (3998 HK) – Consistent outperformance by great strategy |
| NWS Holdings (659 HK) - FTLife acquisition to drive earnings recovery |