【华泰金融控股】TSF & CPI Missed Expectations,Property Demand Weakened.pdf

Expect Shengyi to enter Nvidia supply chain in 2024

We expect 1H24 to be still profitable

China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters

2Q loss reduction trend better than expectation

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

Expect $3.5bn CB dilutive effect to be short-term

Expect domestic business to rebound from 2025

Turnaround is here but weaker than expected

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

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E