Lyon believes that the AI smartphone theme and the optimistic market prospects are a positive driving force for Suyu's stock price and the entire consumer electronics industry.
According to the Smart Finance App, Lyon published a research report stating that it rated Suyu Optics (02382) as a "buy" with a target price of HKD 57 in the next 12 months. The company's investor day has attracted external attention and Lenovo, especially due to the recent trend of industry profit margin recovery and the emerging AI smartphone theme. It is estimated that the content will focus on the business foundation, and I believe that there is little possibility of changing its shipping volume and profit margin guidance.
The report stated that the company will hold its annual investor day event at 4:30 pm today. According to the press conference materials uploaded at noon, the company will discuss the development of edge computing AI and also predict global smart phone sales this year, which is expected to increase from the initial estimate of 1.8% year-on-year growth to 3.5% growth. The bank believes that the AI smartphone theme and the optimistic market prospects are a positive driving force for Suyu's stock price and the entire consumer electronics industry.