1H24 earnings down 27% YoY below our expectation; expect a better 2H24E
Global HR Tech Report Q4 2024: $7.2 Billion invested in 2024 YTD and expected market volume to reach ~$29 billion this year
Operation Aspides, or the Peril of Low Expectations in Yemen
China Auto Sector – Jun leading indicators: NIO weaker than expected
Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL
Expect steady growth with policy tailwinds
Expect an improving trend after a weak 1Q24
Property: NBS 4M24: REI continued weakening as expected; BJ’s relaxation showed noticeable effect
3Q24 net profit +38% YoY, beat expectations; US remains the most promising market
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