【Company Research】Tongcheng-Elong (780 HK) – Moving to 2H20E recovery |
【Company Research】JOYY Inc. (YY US) – More bullish on Bigo’s overseas expansion |
【Company Research】Mengniu (2319 HK) – Sales recovery ahead of expectation |
【Sector Research】China Healthcare Sector – The race for a COVID-19 vaccine |
【Company Research】Xiaomi (1810 HK) – Strong 5G outlook and share gain; U/G to BUY |
【Company Research】Shimao (813 HK) – A series of good news |
【Company Research】Baidu (BIDU US) – Ads recovery on track |
【Company Research】Momo (MOMO US) – 1Q20E Preview: Cautious on recovery path |
【Sector Research】China Technology Sector – Implications of US expanding restriction on Huawei |
【行業研究】中國光伏行業 – 供應鏈情況更新:海外需求能見度依然較低 |