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Luxshare Precision Industry (002475 CH)
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181
Analysis
Industrials
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China
Luxshare Precision Industry Co., Ltd. researches, manufactures and sells connectors. The Company's products are widely used in computers, communication devices, consumer electronics products and automobiles.
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bearish
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Quantitative Analysis
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23 Oct 2022 09:54
Northbound Flows (Oct 21st): BOE, Moutai, Ping An, Yili, China Tourism, Longi Green
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for BOE, Moutai, Ping An, Yili, China Tourism, Longi...
Ke Yan, CFA, FRM
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252 Views
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bullish
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Thematic (Sector/Industry)
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08 Oct 2022 01:33
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Broker
China Technology - Implications of AirPods/Beats Production Base Relocation to India
Media stated that Apple will move part of its AirPods/Beats headphone production to India for the first time, as India continued to push for local...
CMB International
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262 Views
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bullish
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Thematic (Sector/Industry)
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06 Oct 2022 07:58
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Broker
China Technology - Emerging Opportunities to Accumulate Quality Names in AR/VR
We suggest to accumulate quality names with higher exposure to structural growth drivers, including AR/VR, auto-related and Apple share gain.
CMB International
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123 Views
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bullish
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Luxshare Precision Industry
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27 Sep 2022 09:20
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Broker
Luxshare (002475 CH) – Reiterate BUY on Stronger 2H22 Growth
The stock now trades at 18.3x FY23E P/E, close to 1-sd below 5-yr average P/E. Reiterate BUY and rollover TP to RMB52.3, based on 30x FY23E P/E.
CMB International
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162 Views
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bullish
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Thematic (Sector/Industry)
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16 Sep 2022 08:52
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Broker
China Technology - China Smartphone: No Signs of Recovery in 4Q22E
We expect global smartphone market to remain sluggish into 4Q22E, given weak consumer demand, macro uncertainties and lack of major spec upgrade.
CMB International
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238 Views
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