【麦肯锡】what-can-we-expect-in-china-in-2019.pdf

Sales of Comfy brand surpass expectations

1Q23 results beat and expect gradual recovery

1H23E preview： Expect profit decline on weak coal price

China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?

Expecting inline 3Q revenue growth with upside coming from bottom line

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

Expect a profit turnaround in 2023E

CMS Strategy Weekly: Rate expectations see upward revision

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

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