【招银国际】1Q23 results beat and expect gradual recovery.pdf

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

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?

Expect a profit turnaround in 2023E

PMI beat expectations as economy continues to recover

–Expecting a sequential recovery in 4Q

–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E

ESOP targets stabilize earnings expectation but sentiment overhang remains

–Expecting upbeat margin on better ARM

what-can-we-expect-in-china-in-2019