Weak 1Q23 as expected; Expect multiple drivers from iPhone／CPU socket／400G／EV in 2H23E
Multiple growth drivers and improving margin to continue into 2025; Raise TP to HK$53.48
CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E
Overseas out-licensing as a sustainable profit driver
Financial Conditions in Europe: Dynamics, Drivers, and Macroeconomic Implications
Rosy near-term outlook with border re-opening; store efficiency enhancement a multi-year driver
Deal Drivers: Americas FY 2022
E-Mobility as a Driver for Change Towards a Gender Transformative and Just Transition to Electric Mobility
After-sales as earnings driver amid low valuation
Inclusion in Stock Connect a re-rating driver
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