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