China Pharmaceutical & Healthcare:Supportive policies to TCM, VBP may be short-term pain
投资策略定期报告:“Sell in May”可能被再次验证
Georgia: Technical Assistance Report-Report on Government Finance Statistics for State-Owned Enterprises Mission (April 26-May 24, 2021)
Reversing from a loss in 2023 1H, but investors may demand more
–Earnings cut and de-rating may end here
May NEV likely to hit second highest in history
China Economy: Deflation may gradually alleviate after credit loosening
Sequential margin contraction indicates inventory digestions may persist till FY23E
4Q22 earnings miss; sales may rise QoQ in FY23E
Luxury Industry Bi-Month Trends Focus - May&Jun