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
Operation Aspides, or the Peril of Low Expectations in Yemen
China Auto Sector – Jun leading indicators: NIO weaker than expected
Expect solid 2023E earnings; Higher free float to boost valuation
1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E
Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations
China Property Sector–NBS Aug data in-line, expect better recovery in Sep-Oct but sustainability is uncertain
关键假设表调整与交流精粹(2018年3月):Marco Expectation Matters Again:研究员集体看低Q2周期品价格,社融走势再引热议
Global HR Tech Report Q4 2024: $7.2 Billion invested in 2024 YTD and expected market volume to reach ~$29 billion this year