| 【Company Research】Haidilao (6862 HK) – Quick stores ramp up despite faster expansion |
| 【Company Research】Baidu (BIDU US) – Margin surprise on disciplined cost control |
| 【Company Research】Postal Savings Bank of China (1658 HK) – Earnings growth tops large bank peers |
| 【Company Research】CR Land (1109 HK) – 11% core earnings growth |
| 【Company Research】Bestway Global (3358 HK) – Margin expansion to drive accelerate in 2H19E |
| 【Company Research】Tongcheng-Elong (780 HK) – 2Q19 beat, but alert on 2H19 margin pressure |
| 【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 |