【招银国际】Turnaround is here but weaker than expected.pdf

Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery

GAC Group (2238 HK) We expect 4Q22 NP to fall on equity income

Weak 1Q23 as expected; Expect multiple drivers from iPhone／CPU socket／400G／EV in 2H23E

3Q24 earnings below expectations due to margin contraction

–Expect steady 3Q23 despite macro uncertainty

–Expecting a sequential recovery in 4Q

ESOP targets stabilize earnings expectation but sentiment overhang remains

1H23E preview： Expect profit decline on weak coal price

China's Economy：Money and Credit Growth Beats Expectations; the Central Bank might Slightly Rein in Its Pace of Monetary Loosening

Expecting a solid 1H23