Expect a profit turnaround in 2023E
PMI beat expectations as economy continues to recover
Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?
China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
–Expecting upbeat margin on better ARM
Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E
ESOP targets stabilize earnings expectation but sentiment overhang remains
–1H23E Preview: strong growth despite industry headwinds; expect back-loaded in 2H23E
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