China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
Strong mobile games and ad businesses support solid 3Q24 results
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
–Strong 3Q results on accelerating AI revenue
Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL
China Consumer Sector: Strong recovery and sustainability during CNY
China Consumer Sector – A strong comeback in 5-1 golden week
China Property Sector – NBS 2M23 data： Strong as expected
–NDR takeaways：Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24／25E
公众号
小程序
社群
公众号小程序社群