–Homegrown brands likely to narrow loss in 2H23
BYD Company (1211 HK) 4Q22 beat; FY23E margins likely overestimated
–Likely to be resilient and outperform in 2H23E
4Q earnings beat; likely another year of solid earnings growth ahead
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
1Q23 results beat and gradual recovery is likely
4Q22E net profit likely to turn positive
China Sportswear Sector - Singles Day sales likely good but companies remain cautious
China Heavy-duty Truck: Expansion of gas/diesel price spread likely to boost natural gas HDT sales in the near term
Operational challenges remain; but China regulatory risk to sentiment likely settled