A-Share Market Strategy Weekly: Market Expectations Going Up
【Sector Research】China Property Sector–NBS Jun data: weak as expected, a tough 3Q ahead
Sales of Comfy brand surpass expectations
China Policy:Credit growth is expected to rebound in 2023
Economics:TSF&CPI Missed Expectations,Property Demand Weakened
China Property Sector:NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Property SectorNBS Nov data in line, expect new policy in BJ/SH to boost secondary market in Dec
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
China Sportswear Sector – We expect prudent guidance but decent margins
Expect sustainable DPS growth onwards