| 【Company Research】Kingsoft Cloud (KC US) – Public cloud growth reaccelerating |
| 【Company Research】Dexin China (2019 HK) – Strong sales growth to support earnings turnaround |
| 【Fixed Income Research】CIFIHG - 1H21 result stable as expected |
| 【Fixed Income Research】JIAYUA - Solid results met expectations |
| 【Company Research】CR Mixc Lifestyle (1209 HK) – Upside from mall upgrade and office commercial operation |
| 【Company Research】Zhejiang Dingli - A (603338 CH) – Satisfactory results in 2Q; Negatives priced in; U/G to BUY |
| 【公司研究】奈雪的茶 (2150 HK) – 公司運營的結構性改善持續 |
| 【Company Research】Razer Inc. (1337 HK) – Core business continued its strong growth in 1H21 |
| 【Company Research】Willsemi (603501 CH) – The next chapter beyond mobile CIS is coming |
| 【Company Research】Tigermed (300347 CH) – Strong backlog growth driven by solid demand |