2023 Outlook Survey - Ad Spend, Opportunities, and Strategies for Growth
-香港--Chinasoft -354 HK- Growth resilient against macro headwinds -221019
A 5%+ dividend yield looks attractive despite sluggish growth
1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution
Positive in an uncertain world: Confident CEOs reskill companies for AI-driven growth
–1H23 in-line： Solid asset quality; HCD spin-off untapped industrial potentials to empower growth
Weak PMIs confirm downside pressure for growth
Poverty Reduction and Growth Trust: 2024 Borrowing Agreements with Belgium, Denmark, France, Japan, Korea, And Qatar
Gearing up for new growth cycle; Raise TP to HK$72.52
Decent export growth across major machines in Nov; AWP stood out
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