【招银国际】CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade.pdf

Expect higher contribution from AI revenue in 3Q; Upgrade to Buy

Positive profit alert alleviates GPM concerns; Upgrade to BUY

a-digital-upgrade-for-chinese-manufacturing

China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus

China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus

Better Roads, Better Off? Evidence on Upgrading Roads in Tanzania

Clear path to margin recovery; Upgrade to BUY

3QFY23 margin beat on cost control; Upgrade to BUY

–Clear path to margin recovery; Upgrade to BUY

Improved independence with a recovered central SOE as parentco; Upgrade to BUY