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Recommend
6
Positive
9
Negative
1
AAC TECH (02018.HK)'s 1H25 revenue grew 18% YoY to RMB13 billion, with a gross profit margin of 20.7%, both below expectations, BOCI released a research report saying. Net profit surged 62% YoY to RMB871 million, while would be a miss to market consensus if excluding one-time PSS acquisition fair value gains. However, manage...
Recommend
6
Positive
6
Negative
7
CMB International issued a report stating that AAC TECH (02018.HK) experienced revenue growth in 1H25, in light of electromagnetic drives and precision components/optics/sensors and semiconductors. The overall gross margin faded to 20.7%, mainly due to weak acoustic gross margins.The broker fine-tuned its forecasts to reflect 1H...
Recommend
9
Positive
15
Negative
3
AAC TECH (02018.HK)'s management presented during an analyst meeting a positive outlook for the 2H25 GPM, which is expected to be driven by heightened production of new high-end goods and continuous improvement in the optics business, according to a report issued by JPMorgan.The company's revenue outlook for 2H25 also ex...
Recommend
5
Positive
16
Negative
5
AAC TECH (02018.HK)'s optical business gross profit took a leap in 1H25, but the blended gross margin fell to 20.7%, according to a Goldman Sachs report.The broker predicted the 2H25 gross margin to recover to 23.6% on tailwinds such as improvement in handset lens gross profit to over 30%, recovery in acoustic business gross...
Recommend
21
Positive
42
Negative
25
AAC TECH (02018.HK)'s interim net profit amounted to RMB876 million, up 63% YoY, largely in line with the expectations of Citi Research and market, Citi Research published a research report saying. By segment, all segment revenues met the Company's previous guidance, but only the optics business recorded a YoY increase i...
Recommend
24
Positive
43
Negative
27
Recommend
11
Positive
22
Negative
16
Recommend
40
Positive
81
Negative
41
Recommend
32
Positive
59
Negative
23
Recommend
306
Positive
486
Negative
300
Recommend
55
Positive
95
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47
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Positive
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53
Recommend
39
Positive
70
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32
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Positive
64
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21
Recommend
6
Positive
11
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3
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Positive
27
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40
Positive
89
Negative
53
Recommend
200
Positive
260
Negative
154
Recommend
60
Positive
83
Negative
56
Recommend
46
Positive
61
Negative
46
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