【招银国际】Expect higher ASP following China’s stimulus.pdf

Earnings expectation is settling

Expect a year of mild recovery in FY23

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

Global HR Tech Report Q4 2024: $7.2 Billion invested in 2024 YTD and expected market volume to reach ~$29 billion this year

We expect 4Q22 NP to fall on equity income

Expecting solid 4Q24 results driven by home appliance trade-in program

1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24

Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery

SJM Holdings Expect catalyst

Expecting bottoming out