1H24 earnings down 27% YoY below our expectation; expect a better 2H24E
2024 earnings inline; Emerging markets remain the key focus
2Q23 preview: solid earnings growth despite social entertainment business adjustment
–3Q23 earnings beat on strong operating leverage and business innovation
Impressive earnings recovery in 1Q23; Reiterate BUY
Earnings risk not yet priced in
1H23E earnings preview： All eyes on the Galaxy
Solid 1H24 earnings, better NEV outlook
Auto: Stable discounts imply resilient 3Q earnings
–Earnings cut and de-rating may end here
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