【招银国际】Robust 3Q doubled in NBV and earnings growth.pdf

Solid 1H24 earnings, better NEV outlook

Marvell FY1Q25 earnings: Harnessing the AI revenue

–Solid 2Q23 earnings quality; Eyes on upmarket

1Q results pointed to a better full-year earnings growth outlook

Semiconductors:Broadcom 2Q24 earnings surged on AI power and VMware integration

1H24 earnings down 27% YoY below our expectation; expect a better 2H24E

Impressive earnings recovery in 1Q23; Reiterate BUY

Earnings expectation is settling

Big surprise on 2023E earnings; TP raised

Monthly Outlook 202309: US Corporate Earnings Set to Rebound? Hiring Cost Is the Biggest Risk