by winston » Tue Jan 16, 2018 2:48 pm
vested
Dec 20, 2017
<Research Report>C Suisse Expects Feb/Mar Key Time Window for Mobile Components Suppliers; Top Pick AAC TECH
In its report, Credit Suisse said mobile component supply industry of Mainland China has had several key themes recently, including November's smartphone shipment number laid out by Ministry of Industry and Information Technology (MIIT); investors' worry over Oppo/Vivo's recent order reductions and inventory adjustment; and Huawei/Xiaomi in relatively good shape.
The research house believed that the real fundamentals and sentiment of the sector will take time to pick up and may even moderate and slow from a year earlier.
The research house expected February/March 2018 will be key time window since 2H18 handset designs will be decided around that time.
Credit Suisse's top picks were AAC TECH (02018.HK), followed by TRULY INT'L (00732.HK), ASM PACIFIC (00522.HK), SUNNY OPTICAL (02382.HK) and HUA HONG SEMI (01347.HK).
Source: AAStocks Financial News
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