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

China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

Earnings expectation is settling

SJM Holdings Expect catalyst

Expecting bottoming out

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

Expect higher contribution from AI revenue in 3Q; Upgrade to Buy

Core business recovery on track with more to expect on new initiatives

Optimized CoR guidance beat expectations