-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將QRVO的12個月目標價從81美元上調至89美元，市盈率約為11.5倍，基於我們2027財年每股收益預期7.76美元（低於歷史水平，以反映射頻領域面臨的挑戰）。我們維持2027財年（3月）每股收益預期6.96美元不變，並將2028財年每股收益預期從8.46美元下調至8.01美元。儘管我們對Skyworks Solutions (SWKS)潛在收購帶來的成本協同效應感到鼓舞，但獲得必要的監管批准仍然存在風險（在中國進入二期臨床試驗）。我們仍然擔憂QRVO在低成長/無成長市場（例如智慧型手機）的高敞口，因為相對於晶片產業其他領域更好的投資機會/成長軌跡，其機會成本較高。儘管QRVO行動業務的營收表現優於預期，但我們仍對競爭格局、記憶體瓶頸以及其他供應鏈通膨壓力/供應情況保持警惕。根據合併協議條款，QRVO投資者每持有1股QRVO股票，將獲得32.50美元現金和0.96股SWKS股票。
Related Articles
Asia
Auro Laboratories Receives EDQM GMP Certification for Tarapur Plant
Auro Laboratories (BOM:530233) received an Attestation of Inspection from the European Directorate for the Quality of Medicines and Healthcare (EDQM) for its Metformin Hydrochloride CEP dossier, according to a Tuesday filing on BSE.Shares of the company rose nearly 4% in Wednesdays trade.The certification confirms compliance with Good Manufacturing Practice (GMP) requirements under EU rules for its MIDC Tarapur facility, the filing said.
$BOM:530233
Asia
Chinese Stocks Rise On Positive Service Sector Data, Suspension of US' Project Freedom
Chinese equities gained after the market resumed following the Labor Day holiday, with sentiment being uplifted over the expansion of the service sector.The Shanghai Composite Index rose 1.2%, or 48.02 points, to close Wednesday's trade at 4,160.17. The Shenzhen Component Index jumped 2.3%, or 352.06 points, to 15,459.62.The RatingDog China General Services Business Activity Index accelerated to 52.6 in April from 52.1 in March due to new business growth, which was driven by new orders increasing for the 40th straight month.Adding to the positive sentiment was U.S. President Donald Trump's announcement to cease "Project Freedom", a plan to escort ships stranded in the Strait of Hormuz, amid efforts to strike a deal with Iran to end the war.In corporate news, Shenzhen Zhongjin Lingnan Nonfemet (SHE:000060) jumped 10% after completing the registration and establishment of a new subsidiary, Shaoguan Zhongjin Lingnan Wanhou Nonferrous Mining.Guangdong HEC Technology (SHA:600673) also climbed 10% after its unit, Dongyangguang Yunzhisuan, signed a framework computing power services contract valued between 16 billion yuan and 19 billion yuan.CCOOP Group (SHE:000564) inched 3.4% higher amid plans to sell its wholly-owned subsidiary, Changchun Meilifang Minsheng Shopping Center, via public bidding.
$^SSEC$^SZSE$SHA:600673$SHE:000060$SHE:000564
Asia
Market Chatter: Sany Heavy Industry Explores Hong Kong IPO for Electric Truck Arm
Sany Heavy Industry (SHA:600031) is considering an initial public offering in Hong Kong for its subsidiary, Hunan Xingbida Network Technology, China Daily Asia reported Wednesday.Sources said the electric truck manufacturer aims to secure approximately $500 million through the listing, according to the report.Sany Heavy Industry's rival, Xuzhou XCMG Automobile, is also rumored to be seeking a similar $500 million debut, China Daily Asia wrote.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$^HSI$SHA:600031