【招银国际】–Solid 2Q23 earnings quality; Eyes on upmarket.pdf

2Q earnings beat; investment opportunities arise with overreaction on softened outlook

Earnings recovery underway

10% earnings upside in FY24/25E; Reit

Solid Q3 earnings signal intact growth trajectory

JPMorgan-US Earnings Scorecard 2Q24 Earnings Update-109493093

–Earnings in-line; Mgmt. changes imply a new round of expansion

After-sales as earnings driver amid low valuation

–1H23 earnings beat with surprise in dividend

2Q23E earnings to grow 30-65%; recovery story intact

MengDian HuaNeng Earnings beat；Weijiamao coal mine expansion approved