【Company Research】JOYY Inc. (YY US) – Solid 4Q19; Eyes on overseas momentum |
【Company Research】Sunny Optical (2382 HK) – Wait for better entry point, Maintain Hold |
【公司研究】信義光能 (968 HK) – 19年業績符合預期,新產能受疫情影響延遲一季度 |
【公司研究】華電福新 (816 HK) – 預料19財年業績不俗;20年前路面臨陰霾 |
【公司研究】世茂 (813 HK) – 為併購做好準備 |
【行業研究】中國工程機械行業 – 市場波動中聚焦中國基建板塊 |
【Sector Research】China Technology Sector – New Infrastructure opportunities in supply chain |
【Sector Research】China Solar Sector – Brace for a potential demand shock |
【Company Research】Pinduoduo (PDD US) – A mixed quarter; Waiting for ecommerce recovery |
【Company Research】BOC Aviation (2588 HK) – A defensive play against industry uncertainty |