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招银证券6月30日发布公告。The worst is over and demand recovery is here; Maintain BUY with TP of HK$5.2. We believe the worst is likely over and supply chain is set to start restocking given3Q23E demand recovery. As Chinese leading CCM supplier, Q-tech will benefit from shipment recovery and spec upgrade in2H23E (OIS/periscope). The stock is currently trading at6.7x FY23E P/E,1-sd below5-year forward P/E, which is attractive in our view. We maintain BUY with TP of HK$5.2, based on10x FY23E PE. Upcoming catalysts include shipment QoQ recovery, new product launches and non-smartphone CCM order wins.
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