| 【Company Research】Sunny Optical (2382 HK) – Strong 1H19; Accelerated lens upgrade cycle |
| 【Company Research】Li Ning (2331 HK) – Prudent sales but upbeat margin guidance |
| 【Company Research】YY (YY US) – Margin pressure with global expansion |
| 【Company Research】Hong Kong Exchange & Clearing (388 HK) – 1H19 results in-line; more challenges in 2H19E |
| 【Company Research】Tencent (700 HK) – Moving into 2H19E game performance |
| 【Company Research】Xinyi Solar (968 HK) – NDR takeaway: bullish demand outlook |
| 【Company Research】CIMC Vehicles (Group) (1839 HK) – World’s largest semi-trailer manufacturer |
| 【Sector Research】China Banking Sector – A mixed blessing |
| 雅生活 (3319 HK) – 收并购助推业绩快速增长 |
| 信义光能 (968 HK) – 上半年业绩略低于预期 ,下半年将呈强劲增长 |