Robust 3Q doubled in NBV and earnings growth
Solid Q3 earnings signal intact growth trajectory
4Q22 earnings miss; sales may rise QoQ in FY23E
Strong core music business supports 1Q23 earnings beat
ESOP targets stabilize earnings expectation but sentiment overhang remains
2Q23E earnings to grow 30-65%; recovery story intact
JPMorgan-US Earnings Scorecard 2Q24 Earnings Update-109493093
1Q24 core earnings beat estimates; Shifted to profitable growth strategy
Auto: 4Q24 earnings preview: Growing divergence
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY