| 【Company Research】China Hongqiao (1378 HK) – Outstanding 1H21 profitability; aim higher with support from good pricing in 2H21 |
| 【Company Research】New Hope Service (3658 HK) – Standing on the giant’s shoulders; initiate with Buy |
| 【Company Research】China Resources Gas (1193 HK) – 1H21 results beat; accelerating new business growth |
| 【Company Research】Redsun Services (1971 HK) – Strong 1H21 Results |
| 【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 |