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

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

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

–Clear path to margin recovery; Upgrade to BUY

3QFY23 margin beat on cost control; Upgrade to BUY

Short-term headwind continues; strategic upgrades to drive long-term growth