| 【Company Research】Bosideng (3998 HK) – Brand upgrades and easing costs pressure |
| 【Company Research】Juneyao Airlines (603885 CH) – 3Q19 RPK growth beats expectation |
| 【Company Research】Alibaba (BABA US) – 2QFY20 beat again with strong core |
| 【Sector Research】China Heavy-duty Truck Sector – HDT sales growth of 12% YoY in Oct reaffirms our bullish view |
| 【Company Research】China Southern Airlines - H (1055 HK) – Solid operating results; positive 4Q19 outlook |
| 【Company Research】China Southern Airlines - A (600029 CH) – Solid operating results; positive 4Q19 outlook |
| 【Company Research】Air China - A (601111 CH) – 9M19 revenue in line; cautiously optimistic 4Q19 outlook |
| 【Company Research】Air China - H (753 HK) – 9M19 revenue in line; cautiously optimistic 4Q19 outlook |
| 【Sector Research】China Technology Sector – Apple FY4Q beats on iPhone/wearables |
| 【Company Research】China Pacific Insurance (2601 HK) – Margin priority may compensate FYRP decline |
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