Major bank rating | Morgan Stanley: The subsidy policy will act as a short-term Bullish catalyst, believing that Xiaomi, Sunny Optical, and others will be the main beneficiaries.
BYD Electronics (0285.HK): Consumer electronics and automotive electronics businesses continue to grow deterministically
[Brokerage Focus] Morgan Stanley gives BYD Electronics (00285) a "shareholding" rating, indicating that the demand for AloT products may be lower than expected.
BYDE(285.HK)NDR TAKEAWAYS:APPLE NEV PRODUCTS AND AI SERVER ARE KEY GROWTH DRIVERS IN 2025
BYD Electronics (00285HK): Expected to maintain “buying” with strong growth in 2025
BYD ELECTRONIC(00285.HK):EXPECT STRONG GROWTH TO CONTINUE IN 2025 MAINTAIN "BUY"
BYD Electronics (00285.HK): The month-on-month increase in performance is clearly expected to increase in multiple directions
Citigroup: Recommends buying byd electronic (00285) with a target price of HK$45.
CICC: Raised the target price of BYD Electronic to 38.2 Hong Kong dollars, maintaining an "outperform" rating on the industry.
BYD Electronics (00285.HK): 3Q24 revenue reached a record high, focusing on the pace of data center business expansion
BYD Electronics (00285.HK): Stable performance in 24Q3, AI, consumer electronics, automotive electronics, and the future can be expected
Daiwa: Reaffirms "shareholding" rating for byd electronic (00285) with a target price of 50 Hong Kong dollars
Large banks' ratings | Credit Suisse: Recommending Xiaomi, BYD Electronic, and hua hong semi in the technology sector based on high weight index and relatively low valuation.
BYD ELECTRONIC(00285.HK):1H2024 RESULTS DRAGGED BY JABIL CONSOLIDATION;EXPECT STRONG EXPANSION IN AI SERVER BUSINESS MAINTAIN "BUY"
Credit rating from major banks | BOC International: Downgraded BYD Electronic's target price to 37.1 Hong Kong dollars but maintains a "buy" rating.
BYD ELECTRONIC(285.HK):NEW NEV COMPONENT AND AI SERVER THEMES ARE PROMISING
BYDE(285.HK):POSITIVE ON MULTIPLE GROWTH DRIVERS AHEAD DESPITE NEAR-TERM DRAGS FROM JABIL INTEGRATION
Morgan Stanley: Recommends a "shareholding" rating for BYD Electronic Limited (00285), with a target price of HKD 50.
BYDE(285.HK):1H24 FIRST TAKE:STRONG REVENUE GROWTH DRAGGED BY GPM AND SELLING EXPENSES
BYDE(285.HK)1H24E PREVIEW:EXPECT SOLID GROWTH ON IPAD/IPHONE CYCLE ANDROID RECOVERY AND NEV ORDERS
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