–1H23 earnings beat with surprise in dividend
1Q24 core earnings beat estimates; Shifted to profitable growth strategy
1Q24 beat on strong margins; Positive on upbeat SU7 delivery target
May NEV retail share to hit 45%; NIO beat
5-1 sales beat but competition intensified
–1H23 beat and promising outlook; Lift TP to HK$41.98
China Economy – Exports continued to beat expectations with uncertainty ahead
1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run growth story
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Thermal ASP in 4Q continued to beat benchmark
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