TSF & CPI Missed Expectations,Property Demand Weakened
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
美团(3690 HK): 核心本地商业利润增长超预期，优选亏损继续环比收窄—维持优于大市; 上调目标价28％(Meituan: Core Local Business Profit Growth Exceeds Expectations, Preferre
Sales exceeding expectations and achieving non-GAAP profitability
Expecting sustainable profitability
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
FY22 net margins better than expected
2024 results below expectation; Still positive on the structural overseas growth trend
Weekly highlight: expect strong sales momentum to last longer
–Release of pent-up demand as expected
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