Insurance funds: Life/P&C diverged in allocation; financial yields marginally recovered in 2Q
FR08/23 Margin dynamics in centrally cleared commodities markets in 2022
Solid core music business and margin expansion outlook
–Marginally drop in gas transmission volume and steady power generation
Solid mobile games and margin improvement support strong 1Q23 results
China Sportswear Sector – We expect prudent guidance but decent margins
China Catering Sector: Customer traffic recovering; to drive margins in FY23
Gradual revenue and margin recovery in FY23
China Technology Sector–Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad／Wearablese
–Looking at game monetization and better margin
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