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Apple Supply Chain
Insights on Companies in the Apple Supply Chain
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bullish
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TK Group (Holdings)
•
23 Jul 2024 07:09
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Broker
TK Group (2283 HK) - Positive Profit Alert in 1H24E
After speaking with TK’s mgmt., we reiterate our positive view on TK’s 2H24 outlook, driven by strong order pipelines, new client wins, and revenue...
CMB International
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bullish
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Sunny Optical Technology Group
•
23 Jul 2024 06:56
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Broker
Sunny Optical (2382 HK) - Positive Profit Alert Alleviates GPM Concerns; Upgrade to BUY
We revised up our FY24-25E EPS by 46-82% to reflect stronger GPM, iPhone share gain (18%/25% in 2024/25E, vs 15% in 2023), iPhone order wins (front...
CMB International
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bullish
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Sunny Optical Technology Group
•
22 Jul 2024 21:16
BUY/SELL/HOLD: Hong Kong Stock Updates (July 22)
Xiaomi launches its new AI enabled phone and has success in EVs. Sunny Optical has seen its auto lens business grow and Minth is successfully...
David Mudd
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206 Views
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bullish
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Taiwan Semiconductor (TSMC)
•
21 Jul 2024 16:27
TSMC. Take The Pullback Gift
Q324 revenues $22.8 billion, up 9.5% QoQ & up 32% YoY. FY24 guidance raised to >25% YoY. Share price down 14% from 52 week high but still up >2x...
William Keating
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332 Views
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bullish
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Lg Innotek
•
18 Jul 2024 10:08
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Broker
LG Innotek (011070 KS) - Earnings Forecast Raised Further, IPhone 16 Expectations High
Consensus (W94.5bn) beat likely with 2Q24 OP forecast at W154.1bn. 2H24 OP projected at W0.83tn, up 23.8% yoy. Heightened expectations for...
Daishin Securities
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