–New-car GPM may bottom out in 2H23E
1Q24 beat on strong music business growth and GPM expansion
2H21首发:GPM压力差于预期
China Technology–SMIC/Hua Hong Semi 3Q23:in-line revenue; ASP/GPM pressure to persist into 4Q23E
1Q23 beat on better GPM; Maintain HOLD on fair valuation
FY22 results below; GPM recovery on better product mix
康师傅控股:GPM 将在 2H 内提高;特别股息。买。
美国银行台湾半导体制造业资本支出削减反映的不确定性增加;3Q GPM 超前 L-T 引导完好无损
Positive profit alert alleviates GPM concerns; Upgrade to BUY
–2Q23 GPM miss; Still a long way for healthy GPM