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最新买入评级

研究员 推荐股票 所属行业 起评日* 起评价* 目标价 目标空间
(相对现价)
20日短线评测 60日中线评测 推荐
理由
发布机构
最高价* 最高涨幅 结果 最高价* 最高涨幅 结果
立讯精密 电子元器件行业 2016-05-25 18.41 7.07 -- 20.32 10.37%
20.32 10.37%
详细
Key takeaways from our 2016 TMT conference Luxshare attended our 2016 TMT conference this week. Keytakeaways include: (1) its continued share gain at Apple (type Cconnector related and others), (2) stronger momentum in 2H16, and(3) acoustic and antenna products represent mid- to long-termopportunity. Management maintains FY16 sales guidance for a 20-40% y-y increase with top customer contribution up by 30-40% y-y. What drives strong 2H16 momentum? 2016 is another backend-loaded year and we expect strong salesmomentum to start from 3Q16, driven mainly by (1) Apple iPhone’sdongle (convertor), (2) Macbook external power cord (Type C) , and(3) new iPhone lightning cable. On 1Q16’s lower base, we expect2Q16 sales to rise 31% q-q, followed by 42% q-q growth in 3Q16. Dominant position in global Type C connector area Management says it currently has 70% global market share in thetype C connector area and targets to maintain this at the 30% level inthe long run. We see an ongoing type C connector trend in consumerelectronics, especially in the NB space. Asus and HP are ahead ofpeers on aggressively adopting type C on their NBs, in our view,while Dell tends to use type C on higher-end models. Reiterate Buy with a TP of RMB36 In the A-share TMT universe, we continue to prefer Luxshare mainlyon its continued share gain story and superior market position tobenefit from the upcoming type C connector demand. The messagefrom management reinforced our positive view and we reiterate ourBUY rating with a TP of RMB36, based on 30x FY16E P/E.
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*说明:

1、“起评日”指研报发布后的第一个交易日;“起评价”指研报发布当日的开盘价;“最高价”指从起评日开始,评测期内的最高价。
2、以“起评价”为基准,20日内最高价涨幅超过10%,为短线评测成功;60日内最高价涨幅超过20%,为中线评测成功。详细规则>>
3、 1短线成功数排名 1中线成功数排名 1短线成功率排名 1中线成功率排名