【招银国际】Inline 2Q24 results; games business to drive revenue growth acceleration in 2H24E.pdf

FY22 largely in-line; Auto／VR to accelerate growth

–Strong 3Q results on accelerating AI revenue

Accelerating growth in finished drug sales

Accelerating the financing of sustainable transport fuels

Recent correction overdone; Investment to accelerate “3+3 strategy” transition

3Q24 sales volume accelerated to +21% YoY; on track to achieve target

Bidding data implied accelerated software substitution

CMS Strategy Weekly (27 Feb 2023) US PCE inflation accelerated in January

The Diagnostic Financial Accelerator

Restructuring to focus on Gen AI business and accelerate breakeven progress