Robust 3Q doubled in NBV and earnings growth
Earnings recovery underway
1Q24 core earnings beat estimates; Shifted to profitable growth strategy
Earnings outlook to mildly improve
After-sales as earnings driver amid low valuation
Earnings hurt by industry cycle; Parentco’s revival offers revaluation chance; Maintain BUY
Improved earnings visibility favours re-rating
Morgan Stanley-China Banks 2Q24 Wrap Earnings remained largely stable, bu...-110098773
–Earnings in-line; Mgmt. changes imply a new round of expansion
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
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