We expect prudent guidance but decent margins
1H23E preview： Expecting Strategy 2.0 to gain momentum in post-pandemic periods
Unable to meet the expectation of dual engines
美团(3690 HK): 核心本地商业利润增长超预期，优选亏损继续环比收窄—维持优于大市; 上调目标价28％(Meituan: Core Local Business Profit Growth Exceeds Expectations, Preferre
U.S. Inflation Expectations During the Pandemic
Expect $3.5bn CB dilutive effect to be short-term
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
China Property Sector – Property+ Weekly： Can we expect post-CNY recovery？
Expect Shengyi to enter Nvidia supply chain in 2024
China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain
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