Growth momentum will be brought by dual drivers
Deal Drivers: APAC HY 2024
Deal Drivers: EMEA HY 2022
200% YoY; Strong gas trucks sales continue to be key driver
Debt Surges—Drivers, Consequences, and Policy Implications
Inline 3Q24 results; SVIP evolves as the new growth driver
Weak 1Q23 as expected; Expect multiple drivers from iPhone/CPU socket/400G/EV in 2H23E
NDR takeaways: Apple, NEV products and AI server are key growth drivers in 2025
Rosy near-term outlook with border re-opening; store efficiency enhancement a multi-year driver
After-sales as earnings driver amid low valuation