Auto: Sep NEV leading indicators set the tone for 4Q
China Auto Sector–Strong 4Q23 sales mixed with rising competition
China Auto Sector2024 Outlook: Competition pushes technological advancement, overseas expansion
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
–NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies
Auto: 4Q24 earnings preview: Growing divergence
China Auto Sector: Strong June provides more confidence for 2H23
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business