In line with expectations：Better than expected NII/PPOP；retain CL-Buy In line with expectations: Better PPOP offset by provisions "Keynesian" or "classical" unemployment? Yum Cha Solid e-commerce performance priced-in; Leju/EJ down to Neutral REXLot：The Reels Spin Again Gaming Sector Investment Daily Note Huaneng Renewables：China Renewable Energy Sector United States: No bright future without investment! As gas and coal compete again, we introduce a new pricing framework