| 【Company Research】Huatai Securities (6886 HK) – Outstanding AM offset by weak NII and invt. gains |
| 【Company Research】China Southern Airlines - A (600029 CH) – Fundamentals remained healthy |
| 【Company Research】China Construction Bank - H (939 HK) – Quality growth despite some margin pressure |
| 【Company Research】China Construction Bank - A (601939 CH) – Quality growth despite some margin pressure |
| 【Company Research】China Southern Airlines - H (1055 HK) – Fundamentals remained healthy |
| 【Company Research】China Taiping (966 HK) – More cautious on underwriting outlook |
| 【Company Research】Suntien Green Energy (956 HK) – A share listing will be a potential catalyst |
| 【Company Research】Xinhua Education (2779 HK) – Strong earnings growth in FY20E |
| 【Company Research】Sunny Optical (2382 HK) – Conf-call takeaways: GPM recovery and ToF/Samsung upside |
| 【Company Research】KWG (1813 HK) – Attractive valuation |