What’s inside
 Sector Outlook – China China internet. Huya-Douyu merger blocked.
 Centre Testing International Group Co. Ltd. (300012 CH – BUY). Assured
performance.
 Yuzhou Properties Co Ltd (1628 HK – BUY). Delivery back on track.
 CLSA U Speakers Series – China CLSA U Speaker Series. Fashion queen.
 CLSA U Speakers Series – China CLSA U Speaker Series. AI makes your day.
 China cement (materials) – China China cement. Weekly prices &
inventories.
 CITICS A-Share Strategy Focus 20210711 (Takeaway) Brief revision of
divergent expectations.
 CITICS Fixed Income Daily Insights 20210712 (Takeaway) Bond market
outlook after the RRR cut.