ENTITY
Q Technology Group

Q Technology Group (1478 HK)

92
Analysis
Consumer DiscretionaryChina
Q TECHNOLOGY (GROUP) Company Limited is a PRC-based camera module manufacturer focusing on mid-to-high end camera module market for Chinese branded smartphone, tablet and PC manufacturers.
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bullishApple
06 Jun 2023 07:07Broker

China Technology – Apple MR: Long-awaited next “iPhone moment”

We believe 2023 is set to be one of the best years in VR/AR ecosystem development as Apple’s first MR headset will set new standard for innovation.

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10 Nov 2023 19:45Broker

China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E

On mature nodes, both expected stable demand into 2024 but lack growth momentum, and SMIC guided 8-inch UTR to remain at 50-70% in 2024.

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06 Nov 2023 19:32Broker

China Technology Sector – Apple FY4Q23 Beat on Margins

Apple reported FY4Q23 (CY3Q23) with revenue of US$89.5bn (-0.7% YoY) and EPS of US$1.46 (+13% YoY), which are in line and 5% above consensus

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02 Aug 2023 07:42Broker

China Technology – 2Q23 Global Smartphone Shipment Decline Narrowed

2Q23 global smartphone shipment posted 7.8% YoY decline, which narrowed from -14.6%/-18.3% YoY in 1Q23/4Q22, based on IDC.

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19 Jul 2023 09:43Broker

Q-Tech (1478 HK) – 1H23 Profit Warning; Maintain BUY on 2H Gradual Recovery

We believe Q-Tech’s 1H23 profit warning is within market expectation given 1H23 CCM shipment decline of 20% YoY, while 60-80% earnings decline is...

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