【Company Research】Huya Inc. (HUYA US) – Focusing on content post deal termination |
【Company Research】Times China (1233 HK) – 1H21 results came in line |
【Company Research】TME (TME US) – Multiple challenges ahead |
【Company Research】Sunny Optical (2382 HK) – Promising product pipeline but stretched valuation |
【Company Research】GDS (GDS US) – Growing uncertainty with cloud landscape change |
【Company Research】GDS (9698 HK) – Growing uncertainty with cloud landscape change |
【Company Research】Zhihu (ZH US) – 2H21E topline & user momentum to continue |
【Company Research】Sino-Ocean Service (6677 HK) – 1H21 results: Beat |
【Fixed Income Research】CARINC raise to OW on improving credit metric, post 1H2021 results |
【Company Research】Shengyi Technology (600183CH) – CCL upcycle to continue; Maintain BUY |