Expecting sustainable profitability
China Economy – PMI beat expectations as economy continues to recover
what-can-we-expect-in-china-in-2017
4Q23E earnings surged 31-71% YoY, above expectation
China Economy – Exports continued to beat expectations with uncertainty ahead
–1H23 worse than expected on slow recovery; Maintain HOLD
what-can-we-expect-in-china-in-2018
China Property Sector – NBS 2M23 data： Strong as expected
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
2Q loss reduction trend better than expectation
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