20150623-招商证券(香港)-高伟电子(1415):UNDERVALUED_APPLE_PROXY_WITH_MULTI-YEAR_GROWTH_STORY,REITERATE_BUY-154921

$高伟电子(hk01415)$
Trading at 10.5x/8.2x FY15/16E P/E,we believe the stock is underpriced vs.its camera peers in HK/China with 11x/34x FY16 P/E,given Cowell’s strong earnings outlook and improving profitability with strong rear-cam/dual-cam growth prospect.Upcoming catalysts include projects wins for rear camera of iPad/iPhone and SiP camera modules in FY16E.
查看PDF
*声明:文章为作者独立观点,不代表格隆汇立场

相关股票

相关阅读

评论