Stronger outlook in Apple upgrade cycle andLeoni/ODM synergies; Lift TP to RMB75.55
- 2025-11-05 15:11:32上传人:fo**ve
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立讯精密(002475)WeraiseTPtoRMB75.55(25%upside)toreflectourmorepositiveviewoniPhone17/foldablecycle,strongersynergyfromLeoni/ODMintegration,andAIservercomponentpipeline(connectivity/thermal/power).WeraiseFY25-27EEPSby0-19%toreflectFY25guidance,enhancedsynergyandbettermargin.WeexpectLuxsharetodeliver2