Encouraging signs on both policy implementation and property sales, Reiterate buy
Positive takeaways from plant visit; U／G to BUY
–1H23 profit warning; Maintain BUY on 2H gradual recovery
1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery
Solid 1H24 with balanced sources of growth, maintain BUY
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
港股如何buy the dip？
Earnings beat with double surprises on dividend payout; Maintain Buy
–2Q23 beat on record-high margin; Reiterate BUY
Expect strong growth to continue after the impressive 1H23; U／G to BUY
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