China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
2Q23 was inline and FY23E guidance stayed
–Full-year guidance unchanged
Interim Guidance Note on Mainstreaming Gender at The IMF
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
We expect prudent guidance but decent margins
Reiterated guidance but we remained cautious
Clear guidance on volume and market share target; further room of cost reduction
Prudence guidance with solid fundamentals
–A high-quality 2Q23 and guidance unchanged