Semiconductors: RFFE localization to continue as handset market recovers
Improved independence with a recovered central SOE as parentco; Upgrade to BUY
New orders slightly recovered in 2Q23
Recovering cross-border medical consumption in FY24
China Catering Sector: Customer traffic recovering; to drive margins in FY23
China Economy – PMI beat expectations as economy continues to recover
China Economy: On its way to recover
China Policy – New loans picked up as service economy continued to recover
China Policy:New loans picked up as service economy continued to recover
NEW ORIENTAL (EDU.N) Recovering educational businesses
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