2H22 recovery in line; Upbeat trend in HK and China in 2M23
2H23E recovery in sight
On a slow road to recovery
Earnings recovery underway
China Macro Monitor – Still in the early stage of recovery
–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
Sectoral Recovery Capacity Assessment Report for Grenada’s Housing Sector
–Looking into moderate recovery in FY24E
China Economy–In a mild recovery cycle
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