| 【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 |
| 【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 |