Positive takeaways from plant visit; U／G to BUY
Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave
中国化妆品——消费领域的皇冠上的明珠；用 Buy 发起 Botanee／ Proya／ Jahwa
Capital Goods: Who are buying/selling the sector?
Morgan Stanley-Thematics What to Buy Sell-110041889
–2Q23 beat on record-high margin; Reiterate BUY
Yanlord：Resilient FY22 results and business model; maintain Buy
Positive on acquisition of Auto-Kabel Group; Reiterate BUY
电商新消费研究系列之二：淘宝造物节，BUY+购物体验落地，关注摩登大道、柏堡龙投资机会
欧洲品牌消费品奢侈品2023年增长前景+6%;历峰(Richemont) (CL-Buy);爱马仕出售
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