Added to YB: 2025-10-17
Pitch date: 2025-10-15
2382.HK [bullish]
Sunny Optical Technology (Group) Company Limited
-15.85%
current return
Author Info
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Company Info
Sunny Optical Technology (Group) Company Limited, an investment holding company, engages in designing, researching, developing, manufacturing, and selling optical and optical related products, and scientific instruments.
Market Cap
HKD 76.8B
Pitch Price
HKD 80.15
Price Target
161.00 (+139%)
Dividend
0.69%
EV/EBITDA
11.27
P/E
23.59
EV/Sales
1.53
Sector
Electronic Equipment, Instruments and Components
Category
growth
Trade Idea: The Death of the Handheld Device (Sunny Optical)
2382.HK: Apple lens supplier positioned for AI glasses boom. Waveguide displays ~RMB 550/unit vs RMB 100 cameras. Conservative 10% market share waveguides, 50% cameras, 15% EBITDA margins = RMB 5bn incremental EBITDA over 7yrs (~15-20% growth p.a.). Upside if 20-30% share, 25% margins. Risks: Chinese co, rich valuation.
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