Core Viewpoint - Bank of America Securities has upgraded AAC Technologies' rating from "Neutral" to "Buy" due to improvements in the company's fundamentals driven by smartphone component specification upgrades and a better environment for optical products [1] Financial Projections - The earnings forecast for AAC Technologies for the years 2025 to 2027 has been raised by 4% to reflect stronger profit margins [1] - The target price for AAC Technologies has been increased from HKD 44 to HKD 57, indicating a potential for valuation reassessment based on more structural profit growth [1] Growth Expectations - Revenue for AAC Technologies is expected to experience double-digit growth from 2025 to 2027, alongside improvements in profit margins [1] - The strategic shift of major competitor Sunny Optical towards the high-end market is anticipated to create greater growth opportunities for AAC Technologies in the mid to high-end market segments [1]
大行评级|美银:上调瑞声科技目标价至57港元 评级升至“买入”