China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Strong core music business supports 1Q23 earnings beat
Strong mobile games and ad businesses support solid 3Q24 results
Strong hospital business
–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E
Inline 3Q23 results; strong music subscription revenue growth
Strong sales in Q3, with a narrowed net loss
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
Auto: Leading indicators, policy imply a strong May
Expect strong growth to continue after the impressive 1H23; U／G to BUY
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