【Sector Research】China Construction Machinery & HDT Sector – Excavator sales +63% YoY in Jun; Momentum to continue in Jul & Aug |
【Company Research】Anta Sports (2020 HK) – Expecting a strong 2Q, driven by e-commerce |
【公司研究】禹州集團 (1628 HK) – 小而美 |
【Company Research】FIT Hon Teng (6088 HK) – Major overhang removed; Lift TP for 2H recovery |
【Sector Research】China Brokerage Sector – Optimism & reform suggest more earnings upsides |
【公司研究】龍源電力 (916 HK) – 上半年運營表現符合預期 |
【Sector Research】China Education Sector – CMBI Virtual Corporate Day takeaways |
【Company Research】Ascentage Pharma (6855 HK) – Collaboration with MSD for development of APG-115 |
【公司研究】錦欣生殖 (1951 HK) – 上市以來國內首個並購落地;邁出國內擴張一大步 |
【Company Research】Transfer of Coverage |