Sales exceeding expectations and achieving non-GAAP profitability
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
We expect prudent guidance but decent margins
1H23E preview： Expecting Strategy 2.0 to gain momentum in post-pandemic periods
–1H23 worse than expected on slow recovery; Maintain HOLD
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Unable to meet the expectation of dual engines
U.S. Inflation Expectations During the Pandemic
China Economy – Exports continued to beat expectations with uncertainty ahead
what-can-we-expect-in-china-in-2017
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