What’s inside
 China Telecom Corp Ltd (728 HK – BUY). Non-deal roadshow.
 Consuming China (consumer) – China Consuming China. Weekly news and
data.
 L’Occitane International SA (973 HK – ). FY21 beat.
 Petro/Chems data book (oil) – Asia Pacific Petro/Chems data book. Asian
oil & gas weekly.
 Sector Outlook – Hong Kong Macau gaming. Bad quarter; good newsflow.
 Sunny Optical Technology (Group) Co Ltd (2382 HK – BUY). Strong 1H21
profit coming.
 CITICS Fixed Income Daily Insights 20210623 (Takeaway) Economic and
policy logic in 2H21.