China Heavy-duty Truck: Expansion of gas/diesel price spread likely to boost natural gas HDT sales in the near term
The Digital Inclusion Outlook: What It Looks Like and Where It’s Lacking
–Likely to be resilient and outperform in 2H23E
Attractive valuation with likely resilient earnings
PHEVs key to FY24; Earnings likely still resilient
Operational challenges remain; but China regulatory risk to sentiment likely settled
Too early to call for a turnaround but ESOP target is likely hit as a low hanging fruit; Down to HOLD
China Sportswear Sector - Singles Day sales likely good but companies remain cautious
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
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