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 earning

$高伟电子(hk01415)$
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.
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格隆汇声明:文中观点均来自原作者,不代表格隆汇观点及立场。特别提醒,投资决策需建立在独立思考之上,本文内容仅供参考,不作为实际操作建议,交易风险自担。

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