| 【公司研究】三一重工 - A (600031 CH) – 掘挖機銷售增長加快,上調盈利預測及目標價 |
| 【Company Research】Anta (2020 HK) – A stellar golden week after an in-line 3Q |
| 【公司研究】比亞迪控股 - A (002594 CH) – 業績上修,估值仍有上升空間 |
| 【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Profit surprise in 3Q20 reaffirms our positive view |
| 【公司研究】比亞迪控股 - H (1211 HK) – 業績上修,估值仍有上升空間 |
| 【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Profit surprise in 3Q20 reaffirms our positive view |
| 【Company Research】Hope Education (1765 HK) – Acquisition to develop asset light model |
| 【Sector Research】China Express Delivery Sector – Bloody battle to end soon; War for market share to continue; BUY winners in the respective playing fields |
| 【Sector Research】China Technology Sector – iPhone 12 launch as expected; Wireless trend to benefit Luxshare/Goertek/FIT Hon Teng |
| 【Company Research】Sunny Optical (2382 HK) – Lacklustre 2H20E mostly priced in; Share gain and restocking demand to drive shipment upside |