Morning Notes A fast-growing medium-sized IOC Big winner in National VBP At near term trough; Shares likely mean-revert on sequentially better 4Q tourist traffic; Initiate at Buy Another hit taken, but stay mid-term positive CAPEX expansion to facilitate long term growth A home-grown, global-facing Biopharma USDA Crop Progress 2021.09.20 每日港股简评 Guidance was in-line but coffee will accelerate