【招银国际】 Expecting a solid 1H23.pdf

Growth beat expectations with recovery underway

Core business recovery on track with more to expect on new initiatives

Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E

1Q23 results beat and expect gradual recovery

CMS Strategy Weekly: Rate expectations see upward revision

Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?

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

–Expecting upbeat margin on better ARM

what-can-we-expect-in-china-in-2019

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