【招银国际】China Sportswear Sector – We expect prudent guidance but decent margins.pdf

Expecting a solid 1H23

CMS Strategy Weekly: Rate expectations see upward revision

3Q24 net profit +38% YoY, beat expectations; US remains the most promising market

关键假设表调整与交流精粹（2018年3月）：Marco Expectation Matters Again：研究员集体看低Q2周期品价格，社融走势再引热议

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

China Economy – Exports continued to beat expectations with uncertainty ahead

Earnings expectation is settling

SJM Holdings Expect catalyst

1Q23 results beat and expect gradual recovery

We expect 4Q22 NP to fall on equity income