Resilience and Sustainability Facility—Operational Guidance Note
Optimized CoR guidance beat expectations
–2023 guidance cut, expecting recovery in 2024
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
Fair guidance but decent inventory and margin
A conservative guidance but is priced in
1Q in line; 2023 guidance maintained
China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
Reiterated guidance but we remained cautious
Guidance Manual for Independent Evaluation Group Validators
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