1Q23E profit beat expectations; Multiple catalysts ahead
what-can-we-expect-in-china-in-2018
Earnings expectation is settling
Expect $3.5bn CB dilutive effect to be short-term
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
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
–1H23 worse than expected on slow recovery; Maintain HOLD
3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing