| 【Company Research】Pinduoduo (PDD US) – Eye-catching 2Q19; More to come |
| 【Company Research】SANY International (631 HK) – Net profit +54% YoY; Strong cash flow a +ve surprise |
| 【Company Research】COGO (81 HK) – Attractive valuation |
| 【Company Research】Tongda Group (698 HK) – Worst is over; Back to the growth mode |
| 【Company Research】Xiaomi (1810 HK) – 2Q19 above on one-off; Mobile/Ads headwinds likely to continue |
| 【Company Research】Vanke - H (2202 HK) – Best of Top Three |
| 【Company Research】Vanke - A (000002 CH) – Best of Top Three |
| 【Company Research】Luxshare (002475 CH) – 2Q19 beats; Strong momentum into 2H19E |
| 【Company Research】Haidilao (6862 HK) – Quick stores ramp up despite faster expansion |
| 【Company Research】Baidu (BIDU US) – Margin surprise on disciplined cost control |
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