| 【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 |
| 【Company Research】China Gas Holdings (384 HK) – Entering golden era in Northeastern China |
| 【Company Research】Alibaba (BABA US) – Key takeaways from 2019 Investor Day |
| 【Company Research】NWS Holdings (659 HK) – Results missed but worst is over |
| 【Sector Research】China Healthcare Sector – Worse-than-expected price cut; eye on R&D names |
| 【Company Research】WH Group (288 HK) – NDR takeaways; China market is improving in 3Q19E |
| 【Company Research】China Pacific Insurance (2601 HK) – Potential GDR issuance unlocks global access |
| 【Sector Research】China Express Delivery – Margins eroded in 1H19; Price war to culminate |