Still positive, but wait for a better entry point after 3Q24E results
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23／FY24E
China Equity Strategy _4Q24 investor positioning update - fo...-113580462
Long-term prospects remain positive
Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-only Ma...-110016592
Investor Positioning and Flows Dipped Further Underweight
Positive outlook; Maintain BUY
–Positive on shipment recovery and upgrade trend; Maintain Hold on fair valuation
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
off overdone; Positive on investments and margin recovery in
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