Equity Bottom-Up: Thai Beverage, FWD Group Holdings, Aeon Co Ltd, Weibo Corp, Pacific Basin Shipping, Pan Pacific International Holdings, China East Education , KE Holdings Inc, China Merchants Bank H, PLx Pharma and more

In today's briefing: – Thai Beverage (THBEV): All Stars Aligned – FWD Group Vs AIA Vs Prudential – Aeon Vs Seven & I: New Ideas to Stay Ahead – Weibo (WB US): Regulatory Risks Overshadow Cheap Valuation And Recapitalization Optionality – Pacific Basin Shipping (2343 HK): Stellar 2H21 in the Making – Don Quijote: Slower Growth, Better Stores – China East Education (667 HK): Riding on Government's Push for Vocational Schools – KE (BEKE): Layoff – Chinese Banks - Focusing on the Credit Quality Challenge – PLXP: Headlines to Buy Related tickers: Thai Beverage (TBEV.SI) , Aeon Co Ltd (8267.T)…