【麦肯锡】what-can-we-expect-in-china-in-2018.pdf

【Sector Research】China Property Sector–NBS Jun data： weak as expected, a tough 3Q ahead

SJM Holdings Expect catalyst

–1H23 worse than expected on slow recovery; Maintain HOLD

3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing

We expect 4Q22 NP to fall on equity income

Expect Shengyi to enter Nvidia supply chain in 2024

China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec

China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters

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

Earnings expectation is settling