| 【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 |
| 【公司研究】腾讯 (700 HK) – 静待监管细则明朗化 |
| 【Company Research】WuXi AppTec (603259 CH) – Strong recovery continued |
| 【Company Research】Li Ning (2331 HK) – Shifting gears from margin to sales |