20150623-BARCLAYS-舜宇光学科技(2382):HQ_VISIT_TAKEAWAY,POSITIONING_AS_AN_OPTICAL_EXPERT_FOR_LT_VALUE_GROWTH-815812

$舜宇光学科技(hk02382)$
We visited Sunny Optical's Yuyao headquarters on 15-16 June to learn more about the latest industry trends,and visited the auto lens/dual camera module manufacturing facilities.We are impressed by Sunny’s strong execution and believe its increasing focus on optical solutions could be highly differentiating.Management maintained its 2015 guidance,and we see potential upside from our 2016E EPS forecast from greater shipments of dual-camera smartphone models and other non-smartphone lenses.Sunny remains our preferred HK-listed tech hardware name.
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