【公司研究】比亞迪控股 - A (002594 CH) – 業績上修,估值仍有上升空間 |
【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Profit surprise in 3Q20 reaffirms our positive view |
【公司研究】比亞迪控股 - H (1211 HK) – 業績上修,估值仍有上升空間 |
【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Profit surprise in 3Q20 reaffirms our positive view |
【Company Research】Hope Education (1765 HK) – Acquisition to develop asset light model |
【Sector Research】China Express Delivery Sector – Bloody battle to end soon; War for market share to continue; BUY winners in the respective playing fields |
【Sector Research】China Technology Sector – iPhone 12 launch as expected; Wireless trend to benefit Luxshare/Goertek/FIT Hon Teng |
【Company Research】Sunny Optical (2382 HK) – Lacklustre 2H20E mostly priced in; Share gain and restocking demand to drive shipment upside |
【Company Research】BYD Electronics (285 HK) – Positive profit alert and strong outlook; Reiterate BUY |
【Sector Research】China Banking Sector – Embracing certainty in uncertain earnings cycle |