BOE Varitronix (710 HK) - Chengdu Plant, System Biz and Overseas Market to Drive Growth
We hosted BOEVx at 4Q outlook investor call this week. Mgmt. is positive on demand recovery in both domestic and overseas markets as well as rapid...
96 Views
BYDE (285 HK) - NDR Takeaways: Apple, NEV Products and AI Server Are Key Growth Drivers in 2025
Trading at 11.9x FY25E P/E, we believe the stock is attractive. Our SOTP-based TP is HK$44.41, implying 15.0x FY25E P/E. Maintain BUY and BYDE is...
160 Views
Sunny Optical (2382 HK) - CEO Transition Announced, Remain Confident in Mgmt. And LT Opportunity
We think Mr. Wang is well regarded internally at Sunny and externally by key stakeholders, including customers and major shareholders
184 Views
IQIYI (IQ US) - Short-Term Headwind Continues; Strategic Upgrades to Drive Long-Term Growth
iQiyi reported 3Q24 financial results: total revenue declined by 10% YoY to RMB7.2bn, in line with Bloomberg consensus and our estimate
380 Views
Palo Alto Networks (PANW US) - Platformization Strategy Resonating Well with Customers
We roll over our valuation period to 2025E, and raise our target price by 17% to US$464.4 based on an unchanged EV/sales multiple of 16.0x....
350 Views