China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
–A slight beat in 2Q23 but outlook is still fragile
1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24
An all-rounded beat and an optimistic outlook
4Q earnings beat; likely another year of solid earnings growth ahead
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
China Technology Sector–Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad／Wearablese
–International expansion drove a strong beat for 3Q results
1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run growth story
China's Economy：Money and Credit Growth Beats Expectations; the Central Bank might Slightly Rein in Its Pace of Monetary Loosening
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