Luxshare's June-quarter net profit was CNY 4.18 billion, up 16% year on year and slightly lower than the midpoint of guidance. Automotive sales for the first half soared 274% to CNY 32 billion, making up 19% of total sales, and carried the firm's quarterly gross margin up 17 basis points to 11.8%.
Strong production capabilities and a track record within Apple’s supply chain will enable Luxshare to win more projects at its largest customer.
Luxshare typically enters Apple’s product supply chain as a second- or third-sourced player; hence, it may encounter intense price competition that could pressure margins.
|
Metric
|
002475
|
APH
|
TEL
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.49 | 39.75 | 20.11 |
Price/Book Value | 3.86 | 13.63 | 4.77 |
Price/Sales | 0.96 | 7.60 | 3.33 |
Price/Cash Flow | 12.52 | 31.98 | 13.38 |
|
Metric
|
002475
|
APH
|
TEL
|
|---|---|---|---|
Quick Ratio | 0.65 | 1.29 | 1.07 |
Current Ratio | 1.13 | 1.89 | 1.88 |
Interest Coverage | 10.69 | 12.59 | 31.19 |
|
Metric
|
002475
|
APH
|
TEL
|
|---|---|---|---|
Return on Assets (Normalized) | 4.84% | 15.80% | 12.57% |
Return on Equity (Normalized) | 17.21% | 41.55% | 24.83% |
Return on Invested Capital (Normalized) | 7.17% | 21.99% | 17.23% |
|
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