【招银国际】2Q23E earnings to grow 30-65%; recovery story intact.pdf

Expect solid 2023E earnings; Higher free float to boost valuation

–Consumer wallet share gain strategy boosted revenue and earnings growth

10% earnings upside in FY24/25E; Reit

Earnings recovery underway

Solid 1H24 earnings, better NEV outlook

Robust 3Q doubled in NBV and earnings growth

Morgan Stanley-China Banks 2Q24 Wrap Earnings remained largely stable, bu...-110098773

Earnings expectation is settling

Semiconductors:Broadcom 2Q24 earnings surged on AI power and VMware integration

Big surprise on 2023E earnings; TP raised