China Consumer Sector – Strong recovery and sustainability during CNY
Inline 3Q23 results; strong music subscription revenue growth
Strong sales in Q3, with a narrowed net loss
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
Auto: Leading indicators, policy imply a strong May
Expect strong growth to continue after the impressive 1H23; U／G to BUY
Acceptable short-term setbacks can be absorbed by strong core business
7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
1Q24 beat on strong music business growth and GPM expansion
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