Improved independence with a recovered central SOE as parentco; Upgrade to BUY
–Positive on shipment recovery and upgrade trend; Maintain Hold on fair valuation
3QFY23 margin beat on cost control; Upgrade to BUY
Positive profit alert alleviates GPM concerns; Upgrade to BUY
Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus
a-digital-upgrade-for-chinese-manufacturing
–Clear path to margin recovery; Upgrade to BUY
Clear path to margin recovery; Upgrade to BUY
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