【招银国际】 Core business recovery on track with more to expect on new initiatives.pdf

We expect 2H22E net profit to fall 23% YoY

China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain

A-Share Market Strategy Weekly: Market Expectations Going Up

China Policy – Credit growth is expected to rebound in 2023

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations

Weak 2H22 as expected; IoT／auto CCM poised to drive recovery in 2023

Expect an improving trend after a weak 1Q24

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

Expecting bottoming out

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E