| 【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 |
| 【Company Research】Sunny Optical (2382 HK) – 1H21 in-line; Remain HOLD on volume/ASP downside |
| 【Fixed Income Research】MOLAND – 22s bonds are good carry play |
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