China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Motor Oil (MORr.AT) 1Q25: Strong utilization rates and higher qtd refining margins; Negative FCF’25 keeps us Neutral rated
China Property Sector – NBS 2M23 data： Strong as expected
Strong domestic sales of earth-moving machinery in Mar
Strong 2Q guidance points to a robust 1H23
China Consumer Sector – Strong recovery and sustainability during CNY
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
布鲁可（00325）：ISC Takeaways: Strong Momentum Driven by Steady Product Launches
NDR takeaways: Growth to accelerate in 2022E on strong backlog
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
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