1H23E preview： Expecting Strategy 2.0 to gain momentum in post-pandemic periods
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
FY22 net margins better than expected
TSF & CPI Missed Expectations,Property Demand Weakened
美团(3690 HK): 核心本地商业利润增长超预期，优选亏损继续环比收窄—维持优于大市; 上调目标价28％(Meituan: Core Local Business Profit Growth Exceeds Expectations, Preferre
Sales exceeding expectations and achieving non-GAAP profitability
–2Q23 preview： expecting strong recovery ahead
We expect 2H22E net profit to fall 23% YoY
Weekly highlight: expect strong sales momentum to last longer
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