报告名称：Cowell(01415.HK)Positive on front-cam upgrade and iPhone SE ramp-up in 2H16
报告类型：港股研究
报告日期：2016-04-13
研究机构：招商证券(香港)
股票名称：高伟电子
股票代码：01415
页数：8
简介：Unchanged FY16E 10%YoY revenue growth guidance: weak 1H16 priced-in, 2H16 to recover on iPhone 7 front-cam upgrade/ share gains
Rear-cam demand not as weak as it seems: iPhone SE out of stock in stores, online pre-order delivery delayed
Maintain BUY with TP upgraded to HK$4.30 (higher 6.5x FY16E P/E)
下载地址：Cowell(01415.HK)Positive on front-cam upgrade and iPhone SE ramp-up in 2H16
