Expecting a solid 1H23
关键假设表调整与交流精粹(2018年3月):Marco Expectation Matters Again:研究员集体看低Q2周期品价格,社融走势再引热议
Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
1Q25 results below expectations due to delay of product delivery; Expect recovery in 2Q25E
3Q24 net profit +38% YoY, beat expectations; US remains the most promising market
Optimized CoR guidance beat expectations
Operation Aspides, or the Peril of Low Expectations in Yemen
Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL
China's Economy:Money and Credit Growth Beats Expectations; the Central Bank might Slightly Rein in Its Pace of Monetary Loosening
SJM Holdings Expect catalyst