【招银国际】Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E.pdf

China Banking Sector-Maintain OVERWEIGHT on valuation and positive outlook

–Mega could be a positive catalyst

–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

Investor Positioning and Flows Dipped Further Underweight

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

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

China Auto Sector: More NEV model rollouts as a positive catalyst