On 2 May, FIU (editor week) sent the domestic manufacturing company PMI back to the bottom.

In this context, on 2 May, Waitange published the latest port strategy study, which, in general, recommended that investors pay attention to the “one way to one” beacons and to the telecoms, medical units.

In a study released on 2 May, Qathai stated that in April the manufacturing of PMI was recaptured under the battery line and that the incentive for domestic recovery was still weak, and the construction of the PMI high referred to the ongoing policy of building back-to-back cycles.

The supply and demand structure, the absolute value of both supply and demand, the re-entry of the manufacturing industry, or the recovery of the previous supply, is faster than demand. Sectoral structure, services are stronger than manufacturing, yield data are still weak and exports are still on track.” Manufacturing demand is still weaker and consumption-related manufacturing trends are expected to continue.

However, in April, PMI also showed some positive signals: employment workers were better off than supply and demand indicators and were relatively better off. Considering that the current economy lacks a key element of inward energy or is the employment-income-confidence-conservation chain, recovery rates should not be overly pessimistic, but time lag or longer.

China believes that the end of the second quarter of 2023 will be the base of the port unit’s performance.

As at 1 May, the port unit’s market value disclosure rate is currently about 21 per cent, based on the disclosure of a quarterly report (the sub-mother is the disclosure of a quarterly enterprise): net profit, TTM, shows an overall increase of -1.2 per cent, above the previous value - 9.2 per cent (4Q22), 2H22 or on performance basis.

The new economy of 1Q23 grew more rapidly than 4Q22 (increased or established), with new economic elasticities, a sharp increase in the recovery rate, a return of large-scale medicines in the new economy, monetary and public utility profits in the old economy, combined with a recovery structure created by the current service’s services, → a new economy or a higher profit.

In the sectoral structure, large increases in consumption are higher than in the preceding values, at the point of abduction or establishment; however, upstream resources are quick to increase net profits in the areas of intermediate- and middle-stream production. Combining economic data, it is expected that the trend of consumption-related production will be maintained or maintained.

May: U.S. reserves or interest 25b p.

The market forecasts shown in March by SEP and the current CME FedWatch refer to the last increase in the current round (25bp) in May, although it cannot be ruled out that subsequent increases in market inflation anticipated as a result of inflation or over-employment data cannot be expected.

The Chinese conceived the relevant focus wording of the last round of joint reserves since 2000, which found that the three co-stock language was maintained as “relative wings” — that is, continued to emphasize inflation, suggesting that further increases were “presumably” in line with the policy objectives of FOMC.

Therefore, it is the view of Waitangi that in the FMC meeting in May, the co-stock will or will continue to exhibit the wording of the “relative wing” in the light of recent inflation and economic circumstances, the effective message of the Pivot tempo judgement or the interpretation of credit crunches will come from.

China gives the port’s industrial configurations: telecomers, medicines that focus on the “one-to-one-way” related signposts and see a return.

First, taking into account the current foreign year context and the marginal warming of the AIGC subject matter, it is recommended that attention be given to the subject matter of “One One” where, according to the narrower AH premium, current port equity prices in the construction industry are higher than ever before, as well as the overall maintenance of higher water levels in March by the PMI and four major construction central banks;

Secondly, taking into account the expected performance and the climate trends, it is recommended that attention be given to the Port Unit’s Internet:

Pharmaceuticals: The sum of the Eyl + fluctuary payment (weekly) has recently recovered, the number of applications temporarily approved by the FDA for new medicines on the same date as 85.3 per cent (previously 10.4 per cent) in March, and the number of national IND for innovative medicines as compared to 41.6 per cent (previously -1.9 per cent) in March;

Internet dealers: in March, the share of retailers continued (8.6 per cent, 6.2 per cent, before), the double industry analyst of the profits of the Internet industry, and the port’s Internet landscape or trip.