| 【Company Research】Xtep (1368 HK) – Slight beat in 3Q21 and guidance maintained |
| 【Sector Research】China Express Delivery Sector – On-track ASP improvement in Sep; Expect further increase on the back of policy support |
| 【Company Research】COLI (688 HK) – 3Q21 results slightly beat; potential re-rating on anti-cycle land acquisitions |
| 【Company Research】Anta Sports (2020 HK) – Reset expectations and long-term target remains intact |
| 【Sector Research】China Property Sector – This time is different |
| CMBI - Recommendation Changes_20211013 |
| 【Sector Research】China AI surveillance – Gov’t projects picking up, power cuts impact limited |
| 【Company Research】China Longyuan (916 HK) – Strong momentum to drive re-rating in 4Q21E |
| 【Fixed Income Research】MOLAND – Quick takes on consent solicitation |
| 【Company Research】Jiangsu Hengli (601100 CH) – Short-term impact of power outage; Wait for more positive signals |
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