–Business adjustment impact likely taking time to be digested
China Consumer – Positive takeaway from F&B distributors; but sector’s bull-run could take a breather from here
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From Taking Stock to Taking Action
Fast-Tracking Green Tech: It Takes an Ecosystem
3Q24 first take: Earnings in-line with solid margin recovery; Focus on GB200 products in 4Q24E
China Solar Power Equipment – Our take on the potential limitation on the export of solar wafer technology
Taking Stock August 2024
Ad revenue growth recovery still takes time