【招银国际】4Q preview: cFX/reported sales +12.1%/6.4%.pdf

腾讯(00700)22Q4 Preview纪要-港股-20230119-调研纪要

3Q preview: Embracing a normalised quarter

Angelalign Technology：2022 annual results preview

2H24 preview: both revenue, NP stable HoH

2Q23E preview: net profit to rise 7% QoQ

FY22E preview： page not yet turned

2Q23 earnings preview： NP to rise QoQ in FY23E

1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders

FY22E preview: page not yet turned

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E