CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
Positive profit alert alleviates GPM concerns; Upgrade to BUY
1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
2H21首发：GPM压力差于预期
Strong GPM expansion supported the breakeven in 2H22
星电半导体GPM保持强劲 产能逐步释放
–1H23E preview：new-car GPM could be a bottom
- 第 3 季度在 GPM 和弹性智能手机上击败 ； 重申在 FY24E 的 EV 上行
–2Q23 GPM miss; Still a long way for healthy GPM
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