Strong GPM expansion supported the breakeven in 2H22
Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL
China Consumer Sector: Strong recovery and sustainability during CNY
Strong mobile games and ad businesses support solid 3Q24 results
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
–Strong 3Q results on accelerating AI revenue
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
–3Q23 earnings beat on strong operating leverage and business innovation
Reaccelerate on strong pipeline in FY23E
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