1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E
what-can-we-expect-in-china-in-2019
CMS Strategy Weekly: Rate expectations see upward revision
China Policy – Credit growth is expected to rebound in 2023
Expect strong growth to continue after the impressive 1H23; U/G to BUY
China Auto Sector – Jun leading indicators: NIO weaker than expected
Expect an improving trend after a weak 1Q24
Growth beat expectations with recovery underway
We expect 2H22E net profit to fall 23% YoY
Expect steady growth with policy tailwinds