| 【Company Research】Nayuki Holdings Limited (2150 HK) – A prestigious teahouse brand in the making |
| 【Company Research】Meituan (3690 HK) – Confident in LT organic growth |
| 【Sector Research】China Construction Machinery / HDT – Favourable policy shift; Defensive growth amid volatile market; Upgrade SANY Heavy & Sinotruk |
| 【Company Research】Vanke - H (2202 HK) – Takeaway from July sales conference call |
| 【Fixed Income Research】GEMDAL New Issuance – We see FV at 5% - low 5% |
| 【Company Research】Alibaba (BABA US) – Multi-app strategy in investment cycle |
| 【Company Research】Xinyi Solar (968 HK) – Accelerating capacity expansion in 2022 |
| 【Company Research】Kingsoft Cloud (KC US) – M&A and new customer win enhance visibility |
| 【Fixed Income Research】China Property Developers 7M2021 Presales |
| 【Fixed Income Research】EVERRE – Stock take on listed investments |
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