【IMF】Operational Guidance Note for IMF Engagement on Social Spending Issues.pdf

Transportation Electrification Building Blocks: Practical Guidance to Plan for Rapid EV Load Growth

–Full-year guidance unchanged

Nvidia: Solid 4Q results and 1QFY26E guidance;investors look for evidence of growth beyond FY26

China Sportswear Sector – We expect prudent guidance but decent margins

China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector

Semiconductors: Nvidia’s 1Q beat and solid 2Q guidance confirm AI demand remains resilient

Reiterated guidance but we remained cautious

2Q23 was inline and FY23E guidance stayed

Fair guidance but decent inventory and margin

1Q in line; 2023 guidance maintained