大行评级|瑞银:康耐特光学长期估值重估驱动因素依然稳固,评级“买入”

Core Viewpoint - UBS reports that Connet Optics announced a proposed placement of 27 million shares, equivalent to an increase of approximately 5.33% of the enlarged share capital, raising HKD 1.4 billion. The shares are subject to a 60-day lock-up period. UBS believes that the long-term valuation re-evaluation drivers for the company remain solid [1] Group 1 - The potential profit contribution from the XR business is expected to become clearer in the coming quarters [1] - The launch of new smart glasses products in both China and overseas markets is anticipated to provide ongoing catalysts for the company's stock price [1] - UBS sets a target price of HKD 67 and maintains a "Buy" rating for the company [1]