CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
Positive profit alert alleviates GPM concerns; Upgrade to BUY
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
Strong GPM expansion supported the breakeven in 2H22
2H21首发：GPM压力差于预期
星电半导体GPM保持强劲 产能逐步释放
–1H23E preview：new-car GPM could be a bottom
- 第 3 季度在 GPM 和弹性智能手机上击败 ； 重申在 FY24E 的 EV 上行
–2Q23 GPM miss; Still a long way for healthy GPM
3Q24 GPM provides confidence for FY25 sales
公众号
小程序
社群
公众号小程序社群