Earnings expectation is settling
Core net profit in 2022 +53% YoY in line with expectation; Margin recovery in 4Q
Expect $3.5bn CB dilutive effect to be short-term
what-can-we-expect-in-china-in-2018
China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec
China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
Expect Shengyi to enter Nvidia supply chain in 2024
We expect 4Q22 NP to fall on equity income
–1H23 worse than expected on slow recovery; Maintain HOLD
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