京东方精电：CMBI Corp Day takeaways: large-size/high-end display demand, Chengdu plant and overseas orders

BOE Varitronix (710 HK) CMBI Corp Day takeaways: large-size/high-end display demand, Chengdu plant and overseas orders We hosted BOEVx at CMBI Technology Corporate Day on 26 Jun. Overall, mgmt. expects larger and high-end displays remain the major upgrade trend and BOEVx is well positioned to benefit given its industry leadership position. Mgmt. guided overall sales growth to outperform the market and NPM recovery on track in FY24E driven by ASP hikes, better operating efficiency, overseas orders and rapid ...