【招银国际】Expect steady growth with policy tailwinds.pdf

Expecting a solid 1H23

Expecting an upbeat bottom line for 2Q results

We expect 4Q22 NP to fall on equity income

A-Share Market Strategy Weekly: Market Expectations Going Up

SJM Holdings Expect catalyst

PMI beat expectations as economy continues to recover

Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E

Economics：TSF&CPI Missed Expectations，Property Demand Weakened

–Expecting upbeat margin on better ARM

Earnings expectation is settling