4Q22E net profit likely to turn positive
Positive profit alert alleviates GPM concerns; Upgrade to BUY
Positive profit alert for FY23E
–Aion’s turning profitable as a positive catalyst
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
CoR sequentially improved turning to positive 2Q net profit growth; first interim dividend in place
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
Positive on shipment recovery and capacity expansion in 2H23E