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
Key takeaways from YUMC 2023 Investor Day
NDR takeaways: Growth to accelerate in 2022E on strong backlog
China Consumer:Positive takeaway from F&B distributors;butsector’s bull-run could take a breather from here
Key Takeaways From Huawei's Mobile Broadband Forum
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
China Technology Takeaways of Intel AI Everywhere： Meteor Lake poised to unleash AI PC cycle in 2024
Reverse roadshow takeaways： high demand continues, Maintain Buy
公众号
小程序
社群
公众号小程序社群