Brand Spotlight: Strategic Influencer Marketing Powers Gains for Peloton
–Share gain continued in Golden Week
Inline 2Q24 results; GenAI gains traction
chinas-travel-recovery-gains-steam-how-families-are-planning-their-summer-vacations
Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain
China Economy: Moderate export gains amid worsening import figures
Positive on Android recovery, Apple share gain and non-smartphone biz order wins
–2Q23 net profit +81% but largely due to low base & FX gain; Staying cautious on export
【Sector Research】China Technology–2Q23 global smartphone shipment decline narrowed; Apple/OPPO/Transsion gained share
–Consumer wallet share gain strategy boosted revenue and earnings growth