Huawei has launched a new generation of smartphones, the Pura 80 series, according to CLSA's research report.
The Pura 80 series includes four models: Pura 80, Pura 80 Pro, Pura 80 Pro+, and the flagship Pura 80 Ultra, which are the first to extensively use glass-plastic hybrid lenses.
The main lens suppliers for this series are SUNNY OPTICAL (02382.HK) and AAC TECH (02018.HK), while the main suppliers of metal casings are BYD ELECTRONIC (00285.HK) and AAC TECH.
Given the low valuations, CLSA pointed out that investors are becoming more optimistic about Apple (AAPL.US)'s supply chain manufacturers, such as AAC TECH and COWELL (01415.HK).
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AAStocks Financial News
Web Site: www.aastocks.com
| SG Top Picks |
| Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
| AAC (C) |
17227 |
54.04 (-) |
0.128 |
2.8 X |
| AAC (C) |
13937 |
52.88 (-) |
0.059 |
4.3 X |
| SUNY (C) |
13939 |
89.5 (-) |
0.045 |
4.3 X |
| SUNY (C) |
17228 |
68.93 (-) |
0.128 |
2.8 X |
| SUNY (P) |
13656 |
58.83 (-) |
0.152 |
2.9 X |
| SUNY (Bull) |
61541 |
58.5 (60.5) |
0.054 |
11.8 X |
| SUNY (Bull) |
57664 |
53.5 (55.5) |
0.112 |
5.7 X |
| APPLE (C) |
10614 |
236 (-) |
0.066 |
10.1 X |
| APPLE (P) |
10678 |
170 (-) |
0.158 |
4.7 X |
