China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
China Property Sector – NBS 2M23 data： Strong as expected
A strong comeback in all channels since Mar
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
Strong 2Q guidance points to a robust 1H23
Moving into 3Q23E strong pipeline
Reaccelerate on strong pipeline in FY23E
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1Q24 beat on strong margins; Positive on upbeat SU7 delivery target
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