摩根士丹利：韦尔股份_3Q24 业绩超出预期，得益于手机和汽车中采用的更多传感器；OW

M Update Will Semiconductor Co Ltd Shanghai | Asia Pacific October 10, 2024 07:49 AM GMT 3Q24 beat thanks to more sensors adopted in phones and cars; OW Reaction to earnings Unchanged Modest upside Largely unchanged Impact to our investment thesis Financial results versus consensus Impact to next 12-month consensus EPS Solid 3Q24 earnings growth: Will Semi reported its preliminary 3Q24 net income, which is in the range of Rmb0.9-1.1bn, implying 3Q net income of Rmb1bn (up 24% Q/Q) at the mid-point. This is ...