Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E
Turnaround is here but weaker than expected
Weak 1Q23 as expected; Expect multiple drivers from iPhone/CPU socket/400G/EV in 2H23E
Expecting a solid 1H23
We expect 4Q22 NP to fall on equity income
ESOP targets stabilize earnings expectation but sentiment overhang remains
China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?
China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?
–1H23E Preview: strong growth despite industry headwinds; expect back-loaded in 2H23E