【招银国际】FY23 与预期的上半年收益预期一致 ； 未来前景稳健.pdf

Gradual revenue and margin recovery in FY23

高鑫零售FY23业绩会纪要-调研纪要

Dragged by 4Q22 but FY23E outlook still bright

FY23/24中期业绩点评：压铸订单延迟交付，下半财年业绩有望恢复增长

China Catering Sector: Customer traffic recovering; to drive margins in FY23

阿里健康：COVID中断影响FY23E前景

Expect a year of mild recovery in FY23

FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长

4Q22 beat; FY23E margins likely overestimated

FY23加大折扣以加速库存恢复正常