BOE Technology Group Company Limited (SZSE:000725) Shares Could Be 49% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, BOE Technology Group fair value estimate is CN¥8.53 Current share price of CN¥4.37 suggests BOE Technology Group is potentially 49% undervalu
China Galaxy Securities: The industry has entered a traditional peak sales season, and the price rebound trend is clear in some segments of the panel
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the panel industry has entered the traditional peak sales season, and demand is boosted. At the same time, the supply-side competition pattern has improved, and the overall supply and demand situation is gradually improving. The price rebound trend in some segments in the panel is clear. The industry will usher in structured investment opportunities. It is recommended to focus on large LCD & OLED related companies: BOE A (000725.SZ); it is recommended to focus on large-size LCD related companies: Rainbow (600707.SH); it is recommended to focus on OLED-related companies: Vicente (002387.SZ), Shentianma A (000050
BOE A (000725.SZ): Maintains good cooperative relationships with thousands of suppliers around the world
Gelonghui, April 22丨An investor asked BOE A (000725.SZ) on the investor interactive platform, “Does your central control screen and magnesium alloy structural parts have business cooperation with Shengli Precision?” The company replied that the company maintains good cooperative relationships with thousands of suppliers around the world, and that it is inconvenient for the company to respond to the progress of cooperation with specific suppliers, so please understand.
SDIC Securities: The OLED industry continues to catalyze domestic replacement of upstream equipment materials and is expected to benefit
On the demand side, the penetration rate of OLED panels in smartphones is gradually increasing, and penetration is accelerating from high-end models to mid-range and low-end models.
BOE Technology's Q1 Profit to Soar Up to 304%
BOE Technology (SHE:000725, SHE:200725) expects to record a net profit attributable to shareholders of between 800 million yuan and 1 billion yuan in the first quarter, soaring up to 304% from the yea
BOE A (000725.SZ): Net profit forecast to increase 223%-304% in the first quarter
Gelonghui, April 11 | BOE A (000725.SZ) announced its results forecast for the first quarter of 2024. Net profit attributable to shareholders of listed companies during the reporting period was 80 million yuan to 100,000 yuan, an increase of 223%-304% over the same period of the previous year; net profit after deducting non-recurring profit and loss of 460 million yuan to 66,000 yuan, loss of 166.7.93 million yuan for the same period last year; basic earnings per share was about 0.021 yuan/share — 0.026 yuan/share. During the reporting period, although the semiconductor display industry was in a traditional low season, it benefited from a good supply profile
We Think That There Are More Issues For BOE Technology Group (SZSE:000725) Than Just Sluggish Earnings
BOE Technology Group Company Limited's (SZSE:000725) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be awar
BOE Technology Group (SZSE:000725) Might Be Having Difficulty Using Its Capital Effectively
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and secondl
Nomura Adjusts BOE Technology Group's Price Target to 5 Yuan From 4.85 Yuan, Keeps at Buy
BOE Technology Group (SHE:000725) has an average rating of buy and price targets ranging from 4.10 yuan to 6 yuan, according to analysts polled by CapitalIQ. Price (RMB): ¥4.34, Change: ¥+0.04, Percen
Dongwu Securities: Panel prices rose across the board in March, and the profitability and sustainability of leading panel manufacturers are expected to gradually improve
As industry concentration is further skewed towards mainland Chinese manufacturers, the LCD panel industry's cyclical attributes weaken and growth attributes increase. In the short term, as demand drives up prices and operating rates, the profitability and sustainability of leading panel manufacturers are expected to gradually improve.
Minsheng Securities: Panel prices continue to rise, and the supply-side pattern is further clarified
Both supply and demand are stimulated, and the global TV panel market is still showing a dynamic tight supply and demand situation.
Guoxin Securities: TV panel prices accelerated in March, and profit stability is expected to gradually strengthen
The price of TV panels of all sizes accelerated in March, and it is expected that the price of LCD TV panels of all sizes will continue to rise in April.
Realme collaborated with BOE to create a 6000nit dual-screen, the first launch of the Real My GT Neo6 SE
On the afternoon of March 25, Sina Technology News reported that today, Zhenwo Realme held a communication meeting on the next generation of non-dual screen technology, and co-created a 6000-nit dual-screen with BOE that broke through in brightness, display technology, eye protection, and touch control, and announced that it will be launched on the new Zhenwa GT Neo6 SE released in April. In terms of brightness, Zhenwe collaborated with BOE to customize the S1 light-emitting material and optimized the light-emitting device and pixel structure to further improve luminescence efficiency. At the same time, we also used a large number of industry-advanced technology in circuit design, and achieved a combination of software and hardware with self-developed highlight algorithms. Through the Big 9
Guojin Securities: The Q2 price increase for large-size panels is expected to continue in the long run, depending on the LCD supply and demand pattern improving
The Zhitong Finance App learned that Guojin Securities released a research report stating that according to TrendForce data, looking back at 2023 panel prices, early October was the highest TV panel price in 2023. The average price of 65-inch/55-inch/43-inch/32-inch TV panels in early October 2023 was 169 US dollars/126 US dollars/66 US dollars/38 US dollars, respectively. In late March '24, the price of 65/ 55 inch had already surpassed the high of 2023. On the supply side, the competitive pattern in the LCD panel industry is stable, and domestic price alliances continue. It is expected that panel manufacturers will continue to rationally adjust operation and control
Is Now The Time To Look At Buying BOE Technology Group Company Limited (SZSE:000725)?
BOE Technology Group Company Limited (SZSE:000725) saw a decent share price growth of 13% on the SZSE over the last few months. Shareholders may appreciate the recent price jump, but the company sti
Huajin Securities: Apple is expected to increase the penetration rate of tablet OLEDs and production capacity is expected to continue to be released in 26 years
The Zhitong Finance App learned that Huajin Securities released a research report saying that the adoption of OLED technology by leading consumer electronics companies such as Apple will drive an increase in the penetration rate of OLED technology in high-end flagship tablets, and OLED panels will usher in faster market growth in 2024. Furthermore, as Samsung Display (SDC) and BOE's 8.X generation OLED production line is expected to officially enter large-scale mass production between 2026-2027, it is expected that the price of OLED panels will be reduced. Recommended attention: BOE A (000725.SZ), Shentianma (000050.SZ), Vicino (002)
Qunzhi Consulting: Global automotive display panel shipments reached a new high of about 210 million units in 2023, an increase of about 7% year-on-year
Combined with the development of intelligent automobiles, intelligent cockpits continue to penetrate the terminal car market, and the supply chain's demand for in-vehicle display screens is still active. In particular, shipments continued to reach new highs in the second half of the year.
Guoxin Securities: The rise in TV panel prices in February opens a new cycle of price increases
The price of TV panels of all sizes rose in February, and it is expected that the price of LCD TV panels of all sizes will continue to rise in March.
BOE Technology Group (SZSE:000725) Investors Are Sitting on a Loss of 32% If They Invested Three Years Ago
These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But in any given year a good portion of stocks will fall short of that. Unfortunately for invest
CINNO Research: Domestic folding screen UTG glass usage area increased 251% year-on-year in 2023
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, an increase of 140% over the previous year.
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