–Mega could be a positive catalyst
Positive outlook; Maintain BUY
–Positive takeaways from Zhuhai plant visit
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E
Position Paper On Drug Repurposing
Scale-down of solar power expansion plan a positive move
Recent sell-off overdone; Positive on investments and margin recovery in FY24-25E
Positive in an uncertain world: Confident CEOs reskill companies for AI-driven growth
金沙中国有限公司 Positive EBITDA
–Key takeaways from Xiaomi SU7 launch: Positive on EV tech breakthroughs and 1H24E mass production