Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
–3Q23 earnings beat on strong operating leverage and business innovation
Solid 1Q24 with better 2H24 earnings ahead
4Q23 earnings preview： NP to be flat QoQ
Auto: Stable discounts imply resilient 3Q earnings
–Earnings in-line; Mgmt. changes imply a new round of expansion
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
4Q23E earnings surged 31-71% YoY, above expectation
Broadcom’s 3Q earnings summary; in-line results failed to impress investors
Impressive earnings recovery in 1Q23; Reiterate BUY
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