Broadcom’s 3Q earnings summary; in-line results failed to impress investors
Technology(Hardware／Semi)：Thematic investment & megatrend：CSP3 & Meta ramp up spending to stay at the AI front line
Solid recovery across all business lines
China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain
Jamaica: First Reviews Under the Precautionary and Liquidity Line and Under the Resilience and Sustainability Facility Arrangements-Press Release; Staff Report; and Statement by the Executive Director for Jamaica
Mexico: Arrangement Under the Flexible Credit Line and Cancellation of Current Arrangement-Press Release and Staff Report
Expecting inline 3Q revenue growth with upside coming from bottom line
Global Insurance Report 2025: Searching for profitable growth in commercial lines
China Property Sector: NBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec
–1H23 results in-line, visible recovery in owner VAS
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