【Company Research】China Property Sector–Mildly positive if the government relaxes pre
–Positive on shipment recovery and upgrade trend; Maintain Hold on fair valuation
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Position on the Use of Artificial Intelligence in the Medicinal Product Lifecycle
CoR sequentially improved turning to positive 2Q net profit growth; first interim dividend in place
–Aion’s turning profitable as a positive catalyst
Positive profit alert alleviates GPM concerns; Upgrade to BUY
China Consumer:Positive takeaway from F&B distributors;butsector’s bull-run could take a breather from here
Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-110030260
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
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