| 【Company Research】JOYY Inc. (YY US) – All round beat with higher Bigo guidance |
| 【Company Research】Tencent (700 HK) – Solid 2Q20 with strong mobile game |
| 【Company Research】FIT Hon Teng (6088 HK) – Weak 1H20 in-line; 2H recovery on Belkin/iPhone |
| 【公司研究】龍源電力 (916 HK) – 上半年業績符合預期; 期待補貼資金解決方案 |
| 【公司研究】萬洲國際 (288 HK) – 疫情拉高成本 上半年業績遜預期 |
| 【Sector Research】China Banking Sector – Earnings negative mostly priced in, turning point looms |
| 【Sector Research】China Construction Machinery Sector – Sustainable demand for excavator in 2H20E |
| 【Company Research】Zhongsheng (881 HK) – Expect high growth in 2H20E |
| 【Company Research】JNBY Design (3306 HK) – The worst is over and better visibility ahead |
| 【行業研究】互聯網金融行業 – 網貸行業迎來復蘇,頭部玩家脫穎而出 |