【YouGov】Ahead of the Games - Summer Olympics 2024 report.pdf

1Q23E profit beat expectations; Multiple catalysts ahead

Expect sequential improvement ahead

Better margin improvement ahead

Stronger ahead

Looking Ahead: Spotlight on Luxury, Fashion and Cosmetics

Looking Ahead: Spotlight on Food & Beverage

Impressive 1Q23 earnings; U／G to BUY; More catalysts ahead

Stronger momentum ahead

Solid 1Q24 with better 2H24 earnings ahead

China Economy: Signs of recovery with challenges ahead