【Sector Research】China Brokerage Sector – Resilient Mar set for better-than-expected 1Q20E results |
【Company Research】Postal Savings Bank of China (1658 HK) – Conference call takeaway – plenty room to defend near-term hit |
【行業研究】中國工程機械 / 重卡行業 – 挖掘機需求強勁上調預測;買入三一和恒立液壓 |
【Company Research】Li Ning (2331 HK) -- Industry leading momentum and recovery |
【Company Research】China Longyuan (916 HK) –NDR takeaways - increasing odds for capital market action |
【Company Research】AAC (2018 HK) -- Profit warning affirms our cautious view; Maintain Sell |
【Company Research】Beststudy Education (3978 HK)– Benefit from accelerating industry consolidation |
【Company Research】Goldwind - A (002202 CH) – Struggling at cycle bottom |
【Sector Research】China Banking Sector – Rising credit support from targeted RRR cut & ER rate cut |
【Company Research】BYD Electronics (285 HK) – COVID-19 headwinds to weigh on 1H20E; D/G to Hold |