【麦肯锡】what-can-we-expect-in-china-in-2019.pdf

Expecting a solid 1H23

China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E

Expect solid 2023E earnings; Higher free float to boost valuation

Sales exceeding expectations and achieving non-GAAP profitability

FY22 net margins better than expected

China Property Sector–NBS Aug data in-line, expect better recovery in Sep-Oct but sustainability is uncertain

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%

1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders