| 【Company Research】Xpeng Inc. (XPEV US) – 4Q22E net loss to narrow; sales as key to FY23 |
| 【Company Research】NIO Inc. (NIO US) – 4Q22E loss to narrow; FY23 sales to outperform |
| 【Company Research】Yonyou (600588 CH) – Distressed margin with non-standardized cloud |
| 【Company Research】COLI (688 HK) – FY22E preview: page not yet turned |
| 【Company Research】Li Auto Inc. (LI US) – 4Q22E net profit likely to turn positive |
| 【Company Research】Geely Automobile (175 HK) – 2H22E net profit to almost double HoH |
| 【Company Research】GAC Group (2238 HK) – We expect 4Q22 NP to fall on equity income |
| 【Sector Research】China Consumer – Positive takeaway from F&B distributors; but sector’s bull-run could take a breather from here |
| 【Company Research】BYD Company (1211 HK) – 4Q22 beat; FY23E margins likely overestimated |
| 【Company Research】Kuaishou (1024 HK) – Solid 4Q22E with better margin outlook |
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