National Day Holiday: Set Sail and Forge Ahead
每月SET策略
Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E
4Q23 results set the tone for resilient FY24
BYD is set to lead a new round of price war
Auto: Sep NEV leading indicators set the tone for 4Q
Flat FY24 earnings, with FY25 set for double-digit growth
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