Expect a year of mild recovery in FY23
Expect a profit turnaround in 2023E
Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?
–1H23E Preview: strong growth despite industry headwinds; expect back-loaded in 2H23E
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
1Q23 results beat and expect gradual recovery
Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?
Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E