| 【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 |
| 【Company Research】Tencent (700 HK) – Regulation headwinds yet over |
| 【Company Research】WuXi AppTec (603259 CH) – Strong recovery continued |
| 【Company Research】Li Ning (2331 HK) – Shifting gears from margin to sales |
| 【Company Research】Sunny Optical (2382 HK) – A bumpy ride to year end; Downgrade to HOLD |
| 【Company Research】Baidu (BIDU US) – Prudent ads outlook in 2H21E |
| 【Fixed Income Research】CSIPRO – A low beta and carry play |
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