Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook
–Margin intact with topline acceleration
Structural margin improvement trend intact
Revitalizing business model; intact breakeven target
LT growth intact; D/G to HOLD as the company goes through business model transformation
2023E growth outlook remains intact
–The growth story is intact despite volatility
–Weak revenue growth in the price; overseas growth story still intact
65%; recovery story intact
Solid Q3 earnings signal intact growth trajectory