–Weak revenue growth in the price; overseas growth story still intact
65%; recovery story intact
宏观周报71期:特朗普称中美贸易协议完整(intact),IMF下调全球经济展望
–Margin intact with topline acceleration
2Q23E earnings to grow 30-65%; recovery story intact
2023E growth outlook remains intact
Infratil (IFT.NZ) FY25 Result: CDC deferral and higher One NZ cost drive FY26 downgrade, but FY27 growth intact; Neutral
Revitalizing business model; intact breakeven target
Solid 3Q with intact near-term prospects; Maintain BUY
Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook