【招银国际】 1H23E preview： Expect profit decline on weak coal price.pdf

2022 preview： Continuing to enhance long-term growth logic

4Q preview: rev/np reach RMB30.7bn/1.1bn

1H23E preview： Expecting Strategy 2.0 to gain momentum in post-pandemic periods

–3Q preview： flattish rev／EBITDA growth

1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders

1H23E earnings preview： All eyes on the Galaxy

2Q23 earnings preview： NP to rise QoQ in FY23E

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E

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

FY22E preview; Bumpy recovery in 2023