| 【Company Research】Duiba (1753 HK) - Solid 1H19; expecting better 2H19E |
| 【Company Research】Zhejiang Dingli - A (603338 CH) – Lower earnings forecast but structural story still intact |
| 【Company Research】CSPC Pharmaceutical (1093 HK) – The King is back |
| 【Company Research】China Aoyuan (3883 HK) – Solid growth backed by robust sales |
| 【Sector Research】China Banking Sector – LPR reform within expectation; Earnings impact limited |
| 【Company Research】Ping An (2318 HK) – Steady growth in operating profit |
| 【Company Research】BOC Aviation (2588 HK) – Demonstrated resilience in industry headwind |
| 【Company Research】FIT Hon Teng (6088 HK) – NDR takeaways: Focus on Belkin/400G in 2020 |
| 【Company Research】Alibaba (BABA US) – Another strong quarter with all-round beat |
| 【Company Research】ZTO Express (ZTO US) – Price war to dent NT profitability; Share gain on track |