【德意志银行】Investor Positioning and Flows Dipped Further Underweight.pdf

–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23／FY24E

China Equity Strategy _4Q24 investor positioning update - fo...-113580462

–Positive on shipment recovery and upgrade trend; Maintain Hold on fair valuation

Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-only Ma...-110016592

Long-term prospects remain positive

Positive outlook; Maintain BUY

Scale-down of solar power expansion plan a positive move

1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution

Positive in an uncertain world: Confident CEOs reskill companies for AI-driven growth

off overdone; Positive on investments and margin recovery in