China and HK Property： HK property presents better riskreward than Tier-1 cities Financial Street:Sticking to focus on land acquisitions in tier 1 cities Shanghai Tofflon Science and Technology:Industry 4.0 business likely to largely offset declining core business growth China Cement：Channel checks on cement demand stock rally not sustainable Topchoice Medical:One bite at a time;initiating with Hold Gree Alert：To foray into new energy industry Who are potential buyers of Knowles’：micro speaker/receiver business Focus on positive fundamentals despite weaker investment markets Aier Eye Hospital：A bellwether with vision; initiating with Buy China：Takeaways from government work plan

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