| 【Sector Research】China Construction Machinery / HDT (Market Perform) – Approaching the peak of upcycle; D/G Hengli, SANY Heavy & Sinotruk |
| 【Company Research】Kingsoft Cloud (KC US) – Riding on multi-cloud adoption |
| 【Company Research】CSPC Pharmaceutical (1093 HK) – Expect fruitful R&D and BD results |
| 【Company Research】Kuaishou (1024 HK) – 2Q21E rev to accelerate with better margin |
| 【Company Research】CG Service (6098 HK) – USD2bn fund raising for its ambitious 2025 plan |
| 【Company Research】Fulu Holdings Ltd. (2101 HK) – One-stop virtual goods boutique |
| 【Sector Research】China Property Sector – What and when property tax will be? |
| 【Company Research】Tencent (700 HK) – Stepping into investment phase |
| 【Company Research】Glodon (002410 CH) – Expanding into digital design software |
| 【Company Research】GDS (9698 HK) – Growing fast despite near term regulation impact increasing |
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