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OUR RESEARCH

[30 July 2021] Increasing ethereum strength; Binance to replace CEO; US stricter crypto tax regulation; Amazon denied accepting crypto payments

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[23 July 2021] Coinbase e-commerce to accept DOGE; Binance stock token suspension; EU bans crypto anonymity; GBTC; Cardano

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[20 July 2021] Trade ideas on COVID 19 Delta variant and increasing Sino-US tensions

INDUSTRY NOTE | China Tonghai International Financial Limited

[13 July 2021] Perfect World (002624 CH; BUY) 1H21 profit decline on marketing expense and deferred revenue

RESULTS COMMENTARY | China Tonghai International Financial Limited

[12 July 2021] Stock ideas on the back of China’s RRR cuts

INDUSTRY NOTE | China Tonghai International Financial Limited

[09 July 2021] BC Group (863 HK) – ZA partnership, Coinbase expanded trading pairs, Ethereum hard folk, Polkadot upgrade, Circle SPAC listing

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[05 July 2021] Playing the multiplier effect of HK’s electronic consumption vouchers scheme

INDUSTRY NOTE | China Tonghai International Financial Limited

[02 July 2021] Coinbase (COIN US) crypto app store, Huobi China crypto derivatives halt, e-CNY

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[June 2021] Global Chip shortage – why don’t we just ramp up production?

VIEW FROM THE DOME p.2 | Cornhill Management

June 2021] World Markets Updates

VIEW FROM THE DOME p.15 | Cornhill Management

[25 June 2021] Huobi (1611 HK) Trust to launch in July; Bitcoin futures open interest plummets; PBOC crypto transaction ban; Canaan (CAN US) bitcoin mining development

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[24 June 2021] China Literature (772 HK, HOLD - TP: HK$91.72) — Robust earnings growth fully reflected

INITIAL COVERAGE | China Tonghai International Financial Limited

[24 June 2021] CMGE (302 HK, BUY - TP: HK$4.77) — Darling of China’s IP-centric online game sector

INITIAL COVERAGE | China Tonghai International Financial Limited

[24 June 2021] China IP and Digital Entertainment - Levelling up with IP as crown jewel

INITIAL COVERAGE | China Tonghai International Financial Limited

[16 June 2021] Xiaomi (1810 HK) — Raise TP on potential forays into EV

TARGET PRICE REVISION | China Tonghai International Financial Limited

[11 June 2021] BC Group share placement; Huobi Tech raises funds ahead of schedule; Colonial Pipeline BTC ransom recovery

GLOBAL DIGITAL ASSET AND BLOCKCHAIN WEEKLY | China Tonghai International Financial Limited

[May 2021] Brexit crossroads – sovereignty but at what cost to markets and financial services?financial services?

VIEW FROM THE DOME p.8 | Cornhill Management

[May 2021] World Markets Update

VIEW FROM THE DOME p.13 | Cornhill Management

[28 May 2021] OneConnect Financial Technology: Positive 2021 Guidance

RESULTS COMMENTARY | China Tonghai International Financial Limited

[21 May 2021] Tai Hing Group Holdings Limited: 2020 New shop openings on track

EARNINGS REVISION | China Tonghai International Financial Limited

[14 May 2021] China TMT: Growth momentum of smartphone shipments to extend further into 2021

INDUSTRY NOTE | China Tonghai International Financial Limited

[06 May 2021] China Tech: Investment opportunities in China’s autonomous driving, display technology and AIoT value chain

INDUSTRY NOTE | China Tonghai International Financial Limited

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