Factoring in ads & games headwinds
Weather short-term headwinds in 2Q24; eyes on 2H24E recovery
–Short-term headwind, but bottoming out is in sight
–Headwinds endure
Headwinds in 4Q24 in both China & export;Eyes on policy-driven recovery in 2025
1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
Bracing for Headwinds – How APAC Challenger Banks Can Navigate Disruption in 2023
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E
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