FY22 Preview: Strong execution of “3+3 Strategy”; Raise TP to HK$2.66
Guidance raised, backed by robust retail sales
China Economy:PBOC raises foreign debt ceiling to support RMB
Share pressure overdone; Raise estimates for stronger AirPods/AI server upside
Gearing up for new growth cycle; Raise TP to HK$72.52
贝壳(BEKE):1Q25 results beat, but moderate outlook guidance raised concerns
China Insurance: Raised cap for insurer’s equity asset allocation could unleash max. RMB 1.7tn to stock market
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
USA_ Powell Testimony Points to Higher Terminal Rate and Opens Door to Faster Hiking Pace; Raising Our Terminal Rate Forecast_230309_072445–20230312
Multiple growth drivers and improving margin to continue into 2025; Raise TP to HK$53.48