【麦肯锡】what-can-we-expect-in-china-in-2017.pdf

1Q23 results beat and expect gradual recovery

Expect $3.5bn CB dilutive effect to be short-term

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%

GAC Group (2238 HK) We expect 4Q22 NP to fall on equity income

Core net profit in 2022 +53% YoY in line with expectation; Margin recovery in 4Q

Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery

Expect a profit turnaround in 2023E

Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick

what-can-we-expect-in-china-in-2018

China's Economy：Money and Credit Growth Beats Expectations; the Central Bank might Slightly Rein in Its Pace of Monetary Loosening