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<Research>CLSA Favors AAC TECH/ SUNNY OPTICAL/ XIAOMI-W; 2Q25 Sales in Smartphone Mkt Stellar
Recommend 43 Positive 62 Negative 45 |
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According to a CLSA report, sales in the smartphone market in 2Q25 were promising, with shipments increasing by 1% YoY despite ongoing macroeconomic challenges and tariff fluctuations. Specifically, iPhone shipments in 2Q25 grew by 1.5% YoY to 46.4 million units, with strong double-digit growth in emerging markets offsetting a 1% decline in the Chinese market. CLSA believed that tariff uncertainties had largely been reflected in some stock prices, and that the valuation of Apple (AAPL.US)'s supply chain appeared attractive. Within the smartphone supply chain, the broker preferred AAC TECH (02018.HK), SUNNY OPTICAL (02382.HK), and XIAOMI-W (01810.HK). Stock | Investment Rating | Target Price AAC TECH (02018.HK) | High-Conviction Outperform | HKD66.1 Luxshare (002475.SZ) | Outperform | RMB44.1 Samsung Electronics (005930.KS) | Outperform | KRW73,000 SUNNY OPTICAL (02382.HK) | Outperform | HKD88.7 XIAOMI-W (01810.HK) | High-Conviction Outperform | HKD69 AAStocks Financial News |
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