【招银国际】2Q earnings beat; investment opportunities arise with overreaction on softened outlook.pdf

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

Solid Q3 earnings signal intact growth trajectory

三一国际（00631）： Early stage of earnings recovery + attractive valuation offer good entry point

Earnings recovery underway

After-sales as earnings driver amid low valuation

–1H23 earnings beat with surprise in dividend

JPMorgan-US Earnings Scorecard 2Q24 Earnings Update-109493093

10% earnings upside in FY24/25E; Reit

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

Earnings outlook to mildly improve