–Full-year guidance unchanged
Poverty Reduction and Growth Trust—Guidance Note on the Strengthened Policy Safeguards
China Sportswear Sector – We expect prudent guidance but decent margins
Transportation Electrification Building Blocks: Practical Guidance to Plan for Rapid EV Load Growth
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
2Q23 was inline and FY23E guidance stayed
Reiterated guidance but we remained cautious
Fair guidance but decent inventory and margin
Guidance Manual for Independent Evaluation Group Validators