| 【Company Research】BYD Electronics (285 HK) – Positive profit alert and strong outlook; Reiterate BUY |
| 【Sector Research】China Banking Sector – Embracing certainty in uncertain earnings cycle |
| 【Company Research】Jiangsu Hengli Hydraulic (601100 CH) – Expect a strong 3Q; Robust demand in Oct; Raised estimate & TP |
| 【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
| 【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
| 【Company Research】Shanghai Henlius Biotech, Inc. (2696 HK) – Smooth operation |
| 【公司研究】信義光能 (968 HK) – 玻璃價格再次上漲,進一步推升20/21年盈利 |
| 【Company Research】NWS Holdings (659 HK) – Too cheap to ignore |
| 【Company Research】Languang Justbon (2606 HK) - Sizable acquisition needed to progress |
| 【Sector Research】China Heavy-duty Truck Sector - Higher certainty driven by strong policy momentum |