Yalla(YALA)4Q22&FY22业绩会纪要–20230314.pdf

Mandi led growth in FY22E, NRDL renewal de-risked

FY22 Preview： Strong execution of “3+3 Strategy”; Raise TP to HK$2.66

FY22业绩符合预期，温和复苏可期

华润医药：1H22业绩巩固了FY22E的正面

FY22预计稳中向好，疫情无碍新财年起航，品牌韧性历经考验

石四药集团：强劲的1H22结果；但FY22E指引略低

FY22销售成绩优异，核心产品加速渗透目标市场

知乎（ZH US）4Q21E 稳健，FY22E 过渡

Positive profit alert for FY22; eyeing for a good FY23E

FY22 largely in-line; Auto／VR to accelerate growth