China: Tencent, China Youzan, Ping An Insurance (H), Dongyue Group, Meituan, Helen's International Holding, NetEase Inc, Shimao Property Holdings, ANE Logistics, Sunac China Holdings and more

Tencent/Netease: Online Game Tightening Coming to an End – China Youzan (8083 HK): Once Bitten ... – Ping An Insurance - Ugggh – Dongyue Group (东岳集团) Placement - Opportunistic Raise at All Time High but Easily Digestible – Meituan: New Initiatives Continue to Heavily Weigh on Margins – Helens Intl (海伦司国际) IPO - Cheap Drinks, Expensive Valuation – NetEase (NTES): Slower in 2Q21, But Do Not Short It – Shimao Group - Earnings Flash - H1 FY 2021 Results - Lucror Analytics – ANE Logistics Pre-IPO - Margins Expanding but Appears to Be Falling Behind – Sunac China - Earnings…