2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
1H24 首推 : 受 GPM 和销售费用拖累的强劲收入增长
Strong GPM expansion supported the breakeven in 2H22
2H21首发:GPM压力差于预期
星电半导体GPM保持强劲 产能逐步释放
Positive profit alert alleviates GPM concerns; Upgrade to BUY
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
3Q24 GPM provides confidence for FY25 sales
1Q23 beat on better GPM; Maintain HOLD on fair valuation
–1H23E preview:new-car GPM could be a bottom