【美国富国银行证券】美国银行台湾半导体制造业资本支出削减反映的不确定性增加;3Q GPM 超前 L-T 引导完好无损.pdf

康师傅控股：GPM将在2H内提高；特别股息。买。

Positive profit alert alleviates GPM concerns; Upgrade to BUY

CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade

2H21首发：GPM压力差于预期

Strong GPM expansion supported the breakeven in 2H22

1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长

2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY

星电半导体GPM保持强劲 产能逐步释放

–2Q23 GPM miss; Still a long way for healthy GPM

–1H23E preview：new-car GPM could be a bottom