| 【Company Research】Bilibili (BILI US) – Full-year growth intact |
| 【Fixed Income Research】TPHL - Curve fairly priced |
| 【Company Research】Agile (3383 HK) – Play safe to deliver stable dividend |
| 【Company Research】Tencent (700 HK) – LT outlook intact, despite prudent 2H21E |
| 【公司研究】吉利汽车 (175 HK) – 低点已过,否极泰来 |
| 【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 |