–Release of pent-up demand as expected
Core net profit in 2022 +53% YoY in line with expectation; Margin recovery in 4Q
CMS Strategy Weekly (20 Feb 2023) Rate expectations see upward revision
Sales exceeding expectations and achieving non-GAAP profitability
TSF & CPI Missed Expectations,Property Demand Weakened
FY22 net margins better than expected
2024 results below expectation; Still positive on the structural overseas growth trend
China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec
2024 earnings way below expectations; outlook remains challenging
China Policy:Credit growth is expected to rebound in 2023
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