Unable to meet the expectation of dual engines
Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
China Pharmaceutical & Healthcare - Expecting global funding recovery in the coming quarters
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Property Fatigue about easing expectation
–Release of pent-up demand as expected
We expect 1H24 to be still profitable
TSF & CPI Missed Expectations,Property Demand Weakened
1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H
Expect solid 2023E earnings; Higher free float to boost valuation
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