【Company Research】Man Wah (1999 HK) – Robust E-commerce growth and falling costs |
【Company Research】China International Capital Corp. (3908 HK) – Strong 1Q20 on invt. banking; A-share IPO accelerating |
【Company Research】AAC Technologies (2018 HK) – Worst is over but GPM pressure to persist; Maintain Sell |
【公司研究】卓越教育 (3978 HK) – 路演紀要 |
【Company Research】Tencent (700 HK) – Eye-catching 1Q20 with strong game & social ads |
【公司研究】大家樂 (341 HK) – 憧憬巨額的抗疫補貼以及客流回升 |
【公司研究】諾誠健華 (9969 HK) – 專注腫瘤和自免疫領域全球創新藥的生物制藥公司 |
【Sector Research】China Brokerage Sector – Reform acceleration could drive further divergence |
【行業研究】中國工程機械行業 – 挖掘機4月銷售同比大增60%;5、6月料勢頭持續 |
【Company Research】Hong Kong Exchange & Clearing (388 HK) – 1Q20 solid core revenue weighed by invt. losses |