【Company Research】SANY International (631 HK) – Share price pullback offers buying opportunity; 24% Earnings CAGR at less than 10x P/E |
【Company Research】Powerlong Commercial (9909 HK) – Focus on YRD |
【Company Research】China SCE (1966 HK) – New business model helps buy cheap land |
【Company Research】WuXi Biologics (2269 HK) – Strong backlogs to drive future growth |
【Company Research】Times China (1233 HK) – Beneficiary of urban development |
【Company Research】LexinFintech (LX US) – Strong loan growth offset by lower take rate |
【Company Research】Sunny Optical (2382 HK) – Positive on Samsung HLS recovery and 3D sensing upcycle; Maintain BUY |
【Company Research】Geely (175 HK) – Upward Stretching led by Lynk&Co |
【Company Research】Q Technology (1478 HK) – Strong 1H20 on HCM product mix; Reiterate BUY |
【Company Research】China International Capital Corp. (3908 HK) – 2Q20 results strong on investment gains |