Theme Trades Analyst Top Pick Introducing An Auto Drop Fea...pdf
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
China Auto Sector – When will discounts peak after rising for 8 months
–Recent correction overdone; Accumulate for Apple’s share gain and auto／comm. momentum
China Auto Sector–Strong 4Q23 sales mixed with rising competition
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
Auto: Stable discounts imply resilient 3Q earnings
winning-the-race-chinas-auto-market-shifts-gears
FY22 largely in-line; Auto／VR to accelerate growth
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