【西牛证券】Acceptable short-term setbacks can be absorbed by strong core business.pdf

Strong core music business supports 1Q23 earnings beat

中国半导体：汽车/工业敞口被低估;在买入时启动 Novosense/C*Core，在中性时启动 ASR Micro

2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY

1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution

1Q24 core earnings beat estimates; Shifted to profitable growth strategy

Core business maintains a healthy growth momentum

Republic of Kazakhstan: Financial Sector Assessment Program-Detailed Assessment of Observance of the Basel Core Principles for Effective Banking Supervision

锂行业周报：锂盐供应趋紧，Core首批原矿高价售出

–1H core rev／np +3%／10%; a surprising beat

Core Lithium完成首次锂辉石原矿拍卖，锂资源供应高度紧张