5-1 sales beat but competition intensified
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
China Cosmetics – Key takeaway from 6.18 cosmetic sales
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
4Q preview: cFX/reported sales +12.1%/6.4%
4Q22 earnings miss; sales may rise QoQ in FY23E
Improving CNY sales; Stay Neutral on demanding valuation
China Internet November online retail sales recap
Macro Report: US retail sales rebounded sharply in January
Property+ Weekly: Sales momentum accelerated on lower tier cities
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