Poised to benefit from improved supply conditions and 5G demand
3Q24 recovery on track; Poised to benefit from XR/TWS/gaming product launches in 2H24/FY25E
Solid GPM recovery in 1H24; Poised to benefit from “AI+XR” trend in 2H24E
Poised to be the new retail pioneer; Buy
Upbeat on 1Q19 earnings; poised to gain market share