According to Hong Kong Oriental daily reported, Fu Zhikang mother company hung sea group for meet iPhone 6 of production needs, according to reported are Yu mainland recruitment over 100,000 employees, and iPhone 6 also while led overall smart phone of needs, as millet main generation business of Fu Zhikang, was Morgan Stanley report sing good, as strongly grasp mainland 4 g opportunities volley new iPhone of cool sent , yesterday for half performance performance issued surplus hi.
By iPhone 6 fully operational news yesterday in Hon Hai shares had hit a 25-month intraday high, full gauge rose 3.5% to participate in iPhone parts produced by Dali light up 3.2%.
Fu Zhikang profit seen rising over times
Taiwan media news pointed out that, iPhone 6 of 70% production work will by Hon Hai is responsible for, another 30% production work is will by Taiwan another generation business heshuo is responsible for, for tie production needs, Hon Hai and heshuo in mainland of plant are has increased hired staff, dang zhonghonghai more will absorb over 100,000 employees, and hung sea Chairman Gou yesterday also revealed, Hung sea will Yu July expanded in Taiwan of investment, outside also concern Hon Hai Wednesday in Taiwan held shareholders will Shi, its will announced of the business development deployment.
Relative Yu Taiwan iPhone concept unit of trend, Hong Kong of iPhone and the smart phone concept unit performance is individual development, just announced to big shareholders sold battery business of Scud and the BYD electronic respectively liters 10.43% and the 1.92%, Fu Zhikang, and Swiss sound and issued surplus Hi is expected to first five months phone sales big liters of coolpad sent, is respectively fell 2.73%, and 2.09% and the 3.19%.
Dunpei securities Vice President Huang Chih-yang pointed out that iPhone 6 launch will help Apple regain market share, and investors should not ignore its role in promoting the overall demand for smartphones, millet and cool cheap mobile phones mainly targeted at the entry-level phones, organic, in fact take iPhone 6 "scrambled" benefitted from the best smart phone market.
Several Dahon coincide has issued a report, looking smartphone-related sector in the future, Morgan Stanley reported more bullish on millet products-by, think Fu Zhikang 14 earnings per share by year can be worth more than 1 time, and 59% growth is expected to again in 15 years. But the line of parts for a variety of smartphones, iPhone camera sunny optical reservations in profit margin, had recommended that investors reduce sunny optical.
AAC was Gao Chengde silver sing
HSBC Securities on sunny optical is more optimistic, optimistic about its business growth in cell phone camera, that its growth will also benefit from the Mainland and South Korean mobile phone brand needs.
Addition in recent years by the acoustic parts to expand their operations to other mobile accessoires of AAC , recently were awarded the Goldman Sachs and Deutsche Bank to buy and hold, Deutsche believes that if iPhone introduced a new touch technology, AAC is expected to become a major supplier, but Deutsche Bank AAC is also reminded that valuations are relatively expensive.