Lens Tech Could Face Rerating on Higher Consumer-Electronics Specs

Dow Jones08-25 15:26

0726 GMT - Lens Technology's 2Q gross margin expansion appears to validate DBS Group Research's thesis of a rerating for the Chinese electronics component maker, thanks to its customers' higher consumer-electronics specifications. The quarterly results suggest that higher content value, product-mix optimization and automation could more than offset the contraction in lower-value assembly revenue, says analyst Jim Hin Kwong Au in a note. The potential foldable Apple iPhone could be a major near-term earnings and valuation catalyst for Lens Tech, he adds. He cites Lens Tech's estimated 60% share of manufacturing conventional iPhone glass and expectations that it would be the exclusive supplier of ultrathin glass for possible foldable iPhones. DBS maintains its buy rating and 41.00 Hong Kong dollar target price. Shares fall 2.15% to HK$23.62.

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