| 【Sector Research】China software & IT services – What are tech investors thinking? |
| 【Company Research】TME (TME US) – Online music leader with LF audio initiatives |
| 【Company Research】Kingsoft Cloud (KC US) – Reset expectation on Bytedance |
| 【Company Research】Bosideng (3998 HK) – Agility and brand elevation are key strategies |
| 【Company Research】Xtep (1368 HK) – Sustaining demand for domestic fashion |
| 【Company Research】Want Want (151 HK) – Downgrade to Hold as cost pressure not priced in |
| 【Company Research】Cafe De Coral (341 HK) – China to grow fast and HK to turn positive |
| 【Company Research】Jinxin Fertility (1951 HK) – Acquisition of two sizable IVF hospitals in Yunnan Province |
| 【Company Research】Xinyi Solar (968 HK) – Uncertainties to remain in 2H21E |
| 【Sector Research】China Express Delivery Sector – Divergence in operating figures among major players in May |
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