【卡内基国际和平基金会】Operation Aspides, or the Peril of Low Expectations in Yemen.pdf

Expect $3.5bn CB dilutive effect to be short-term

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%

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

1Q23E profit beat expectations; Multiple catalysts ahead

–Expecting upbeat margin on better ARM

Earnings expectation is settling

–Expecting a sequential recovery in 4Q

–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E

SJM Holdings Expect catalyst

PMI beat expectations as economy continues to recover