Luxshare (002475 CH) - FY23 In-Line with Better-Than-Feared 1H24 Earnings Guidance
Luxshare posted FY23 revenue/NP growth of 8%/20% YoY, largely in-line with pre-announcement of 20-25% YoY, while 1H24E earnings guidance of 20-25% YoY
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Luxshare – Acquisition of Pegatron’s Kunshan Plant to Further Boost IPhone Assembly Share Gain
Based on filings of Pegatron (iPhone OEM) on 28 Dec, Luxshare is expected to invest RMB 2.1bn for 62.5% stake of Pegatron’s iPhone assembly plant...
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Luxshare (002475 CH) – Resilient 3Q23 Despite Macro Headwinds
Luxshare posted 3Q23 revenue/NP growth of -8.5%/+15.4% YoY, and preannounced FY23E earnings growth of 17.5-22.5% YoY, implying 31% YoY in 4Q23E.
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Luxshare (002475 CH) – Recent Correction Overdone
Luxshare retreated over 10% in the past week mainly due to market concerns on Huawei’s Mate 60 Pro launch and news report on iPhone restrictions by...
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Luxshare (002475 CH) – Resilient FY22/1H23 despite industry headwinds
Luxshare posted FY22 revenue/NP growth of 39%/30% YoY, largely in-line with expectations, and it also pre-announced 1H23 earnings growth of 10-20% YoY
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