China Equity Strategy _4Q24 investor positioning update - fo...-113580462
Positive profit alert for FY23E
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
Still positive, but wait for a better entry point after 3Q24E results
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
Atour Lifestyle (ATAT US)—Guidance raised and we stay positive in LT
Accelerating import substitution; positive outlook of 2023E
Review of the Fund’s Income Position for FY 2024 and FY 2025-2026
公众号
小程序
社群
公众号小程序社群