Strong core music business supports 1Q23 earnings beat
Earnings risk not yet priced in
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
2Q23 preview: solid earnings growth despite social entertainment business adjustment
ESOP targets stabilize earnings expectation but sentiment overhang remains
–Earnings cut and de-rating may end here
3Q24 earnings below expectations due to margin contraction
–3Q23 earnings beat on strong operating leverage and business innovation
Auto: Stable discounts imply resilient 3Q earnings
Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
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