Positive profit alert for FY22; eyeing for a good FY23E
Review of the Fund’s Income Position for FY2023 and FY2024
Positive profit alert alleviates GPM concerns; Upgrade to BUY
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
Excavator demand slowed down in May; still positive on replacement cycle
–Positive takeaways from Zhuhai plant visit
Still positive, but wait for a better entry point after 3Q24E results
China Consumer – Positive takeaway from F&B distributors; but sector’s bull-run could take a breather from here
China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
Review of the Fund’s Income Position for FY 2024 and FY 2025-2026
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