| 【Company Research】Mobvista Inc. (1860 HK) – Data-driven Adtech leader with SaaS expansion |
| 【Company Research】Meituan (3690 HK) – Investment on groceries to step up |
| 【Sector Research】China Technology Sector – Positive outlook for PCB/CCL sector amid cost pressure |
| 【Company Research】JOYY Inc. (YY US) – FY21E guidance intact despite soft 2Q21E |
| 【Company Research】SF Holding-A (002352 CH) – Spin-off of intra-city instant delivery business to unlock value |
| 【Company Research】Li Auto (LI US) – Facelifted Li ONE to continue boost sales growth |
| 【Company Research】Pinduoduo (PDD US) – A solid start |
| 【Company Research】Xiaomi (1810 HK) – 1Q21 strong beat on better margin; Reiterate BUY |
| 【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 |
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