USA_ Powell Testimony Points to Higher Terminal Rate and Opens Door to Faster Hiking Pace; Raising Our Terminal Rate Forecast_230309_072445–20230312
Guidance raised, backed by robust retail sales
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
Atour Lifestyle (ATAT US)—Guidance raised and we stay positive in LT
China Economy:PBOC raises foreign debt ceiling to support RMB
Big surprise on 2023E earnings; TP raised
Share pressure overdone; Raise estimates for stronger AirPods/AI server upside
FY22 Preview: Strong execution of “3+3 Strategy”; Raise TP to HK$2.66