A股市场趋势月报：Sell in May?
4Q22 earnings miss; sales may rise QoQ in FY23E
Sequential margin contraction indicates inventory digestions may persist till FY23E
China Economy: Deflation may gradually alleviate after credit loosening
–Store expansion may be the next catalyst
Consumer Discretionary: Sequential improvement may support re-rating
Luxury Industry Bi-Month Trends Focus - May&Jun
Accenture-ALIP-Portal-May-2021
Easing policies may boost trading sentiment in short term
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