1H21 results: Beat CCL upcycle to continue; Maintain BUY 1H21 in-line; Remain HOLD on volume/ASP downside 每日港股简评 CSI Properties – A low beta and carry play Smartphone headwinds goes on LT outlook intact, despite prudent 2H21E HSI constituent candidates in half-yearly review CARINC – Raise to OW on improving credit metric, post 1H2021 results Review on Hong Kong Equity Market 1H21