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29.05.25 - 04:15
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H Shrs: HSI Opens Down 17 pts; Handset-Related & Export Stocks Thrive (AAStocks)
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The HSI opened 17 points or 0.1% lower at 23,240. The HSCEI dipped 9 points or 0.1% to 8,434. The HSTECH climbed 2 points to 5,177.Handset component stocks rallied sharply after the opening bell, with COWELL (01415.HK) and FIT HON TENG (06088.HK) soaring 5.7% and 5%. AAC TECH (02018.HK), SUNNY OPTICAL (02382.HK), and Q TECH (014......
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12.05.25 - 07:15
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Research: Citi Lists H-shrs w/ US Exports (Table) (AAStocks)
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Stock│Forecast for Percentage of Revenue from Export to US in 2025COWELL (01415.HK)│30%ASMPT(00522.HK)│15%BYD ELECTRONIC (00285.HK)│around 25-30%.KLN (00636.HK)│15-20%AAC TECH (02018.HK)│12%FOSUN PHARMA (02196.HK)│11%SUNNY OPTICAL (02382.HK)│9%Q TECH (01478.HK)│<1%CHERVON ......
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07.04.25 - 04:45
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Apple Concept Stocks Lose as COWELL Collapses 30%; AAC TECH Plunges 16%+ (AAStocks)
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US President Donald Trump announced a series of reciprocal tariff measures last week. The market is worried that Apple (AAPL.US) will face multiple challenges in the supply chain and product pricing, etc.. Hong Kong-listed Apple concept stocks were sold off today. BofA Securities even said that Apple has no place to hide with re......
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24.03.25 - 08:00
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Research: HSBC Research Adds AAC TECH's TP to $59.9, Rating Buy (AAStocks)
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AAC TECH (02018.HK)'s 2024 net profit reached RMB1.797 billion, nearing the high end of guidance, according to a report issued by HSBC Global Research.The company's optical business remained a key driver of profit growth. Its 2H24 revenue soared by 50% YoY to RMB2.787 billion, while its GPM climbed from 4.7% in 1H24 to 7......
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24.03.25 - 06:00
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Research: CCBI Positive About AAC TECH's Outlook; TP Raised to $65 (AAStocks)
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CCBI wrote in its report that AAC TECH (02018.HK)'s 2H24 revenue grew by 44% YoY, compared to a 43% growth in 1H24, 6%/ 5% higher than the broker's estimate/ Bloomberg consensus.Meanwhile, AAC TECH's GPM continued to recover to 22.5%, increasing by 3.3 ppts YoY or 1 ppt HoH, attributable to expanded profitability in ......
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21.03.25 - 05:45
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Research: JPM Elevates AAC TECH TP to $60, Rating Overweight (AAStocks)
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JPMorgan released a research report saying that AAC TECH (02018.HK) will welcome many growth drivers this year, and anticipating the increase in demand for optical business and auto acoustic business market share gain, etc, with favorable revenue growth outlook. The management also maintained its double-digit revenue growth expe......
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21.03.25 - 04:00
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Research: BofAS Raises AAC TECH TP to $54, Hikes Earning Forecast (AAStocks)
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BofA Securities' report stated that AAC TECH (02018.HK) saw its 2H24 profit spike 135% HoH and 114% YoY, aligning closely with the broker's forecasts but beating market consensus by 8%. Sales heightened 43% HoH and 44% YoY, surpassing both the broker's and market's expectations by 6%. The GM was 22.5%, falling sh......
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21.03.25 - 03:45
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Research: Nomura Raises AAC TECH TP to $60.5, Reaffirms Buy Rating (AAStocks)
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Nomura released a research report reaffirming its Buy rating on AAC TECH (02018.HK), raising the target price from HKD38.1 to HKD60.5. The broker considered the company is well-positioned to benefit from several growth trends. These include its precision mechanics technology business, which is expected to achieve high double-dig......
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