【招银国际】–Expecting a sequential recovery in 4Q.pdf

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

Expect Shengyi to enter Nvidia supply chain in 2024

2Q loss reduction trend better than expectation

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

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

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

Turnaround is here but weaker than expected

Expect domestic business to rebound from 2025

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

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