Takeaways from the Anta Superstore visit
China Cosmetics – Key takeaway from 6.18 cosmetic sales
Key Takeaways From Huawei's Mobile Broadband Forum
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
–NDR takeaways：Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24／25E
ASH takeaways: Three synergistic haematology BIC/FIC molecules showing promising data
China Consumer – Positive takeaway from F&B distributors; but sector’s bull-run could take a breather from here
–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies
CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics
–Key takeaways from Xiaomi SU7 launch： Positive on EV tech breakthroughs and 1H24E mass production
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