京东方精电：Limited impact from tariff given low US exposure-20250414

14 Apr 2025 CMB International Global Markets | Equity Research | Company Update BOE Varitronix (710 HK) Limited impact from tariff given low US exposure We hosted an investor call with BOEVx regarding the recent US reciprocal tariffs. Overall, mgmt. believes there is limited impact on their financials given low US sales exposure. Regionally, BOEVx is positive on Vietnam's capacity ramp-up in 2025 and already received orders from the US and South Korean customers. In addition, mgmt. believes Mexico is a swee ...