Structural margin improvement trend intact
Revitalizing business model; intact breakeven target
–Margin intact with topline acceleration
Solid 3Q with intact near-term prospects; Maintain BUY
Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook
LT prospects intact; Maintain HOLD on continued margin pressure
2Q23E earnings to grow 30-65%; recovery story intact
65%; recovery story intact
Solid Q3 earnings signal intact growth trajectory
–The growth story is intact despite volatility