| 【行業研究】中國工程機械行業 – 挖掘機4月銷售同比大增60%;5、6月料勢頭持續 |
| 【Company Research】Hong Kong Exchange & Clearing (388 HK) – 1Q20 solid core revenue weighed by invt. losses |
| 【Company Research】JOYY Inc. (YY US) – Expecting solid 1Q20E on track |
| 【公司研究】美的集團 (000333 CH) – 國內復蘇足以抵禦海外訂單損失 |
| 【Company Research】Ascentage Pharma (6855 HK) – HQP-1351 obtained ODD from US FDA |
| 【Sector Research】China Technology Sector – Apple FY2Q above; Conservative outlook as expected |
| 【Company Research】Zhejiang Dingli - A (603338 CH) – Secular growth story intact; Raised earnings estimates & TP |
| 【Company Research】Goldwind - A (002202 CH) – Strong 1Q20 results; but headwind remains |
| 【Company Research】JS Global Lifestyle (1691 HK) – Industry leading performance to drive re-rating |
| 【Company Research】Yili (600887 CH) – Expect full recovery of sales by Jun |