报告名称:Tongda Group(00698.HK)Metal casing bearing fruit another flourishing year to com
报告类型:港股研究
报告日期:2016-03-18
研究机构:招商证券(香港)
股票名称:通达集团
股票代码:00698
页数:8
简介:Raised FY16-17E EPS by 8-10% on strong handset casing order book on hand (70+ models) and GPM uptrend (+1.1-1.5ppt) with metal casing contributing >70% of handset casing revenue
Expect 17% EPS CAGR during FY16-18E, thanks to rising non-unibody metal casing adoption among Huawei, Xiaomi, Oppo, Vivo
Maintain BUY with new TP of HK$1.73, based on 10.0x FY16E P/E
下载地址:Tongda Group(00698.HK)Metal casing bearing fruit another flourishing year to com