Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead
China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
Positive profit alert for FY23E
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
Still positive, but wait for a better entry point after 3Q24E results
Positive on multiple growth drivers ahead despite near-term drags from Jabil integration
Review of the Fund’s Income Position for FY2023 and FY2024
–Mega could be a positive catalyst
Positive takeaways from plant visit; U／G to BUY
公众号
小程序
社群
公众号小程序社群