Both sales and margin recovery are on track
China Catering Sector: Customer traffic recovering; to drive margins in FY23
Multiple growth drivers and improving margin to continue into 2025; Raise TP to HK$53.48
Margin expansion in 23E; Volume growth in 24E
LT prospects intact; Maintain HOLD on continued margin pressure
Solid mobile games and margin improvement support strong 1Q23 results
China Technology Sector–Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad／Wearablese
3Q24 earnings below expectations due to margin contraction
FR08/23 Margin dynamics in centrally cleared commodities markets in 2022
PCB outperformed CCL in 3Q; margin improved sequentially
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