Chinese Consumer Electronics Companies' Valuations Seem Undemanding -- Market Talk

Dow Jones

01/09

0300 GMT - Chinese consumer electronics companies' valuations appear undemanding, say DBS Group Research analysts in a note. A pullback in 2H left many hardware names trading at multiyear low multiples, which could now serve as favorable entry points, they note. Their picks include Lenovo, BYD Electronic and Sunny Optical, with earnings that could expand at robust compound annual growth rates of around 20%-30% over FY 2024-FY 2027, they say. Lenovo's server business is likely to ride on artificial-intelligence-related data-center expansion, given its partnerships with major Chinese cloud players, they note. BYDE should be able to gain from premium smartphone upgrades and China's AI infrastructure push. Meanwhile, Sunny Optical is DBS's preferred proxy for the optics upgrade cycle in 2026-2028.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 22:00 ET (03:00 GMT)

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A pullback in 2H left many hardware names trading at multiyear low multiples, which could now serve as favorable entry points, they note. Their picks include Lenovo, <a href=\"https://laohu8.com/S/BYDDY\">BYD</a> Electronic and <a href=\"https://laohu8.com/S/SNPTF\">Sunny Optical</a>, with earnings that could expand at robust compound annual growth rates of around 20%-30% over FY 2024-FY 2027, they say. Lenovo's server business is likely to ride on artificial-intelligence-related data-center expansion, given its partnerships with major Chinese cloud players, they note. BYDE should be able to gain from premium smartphone upgrades and China's AI infrastructure push. Meanwhile, <a href=\"https://laohu8.com/S/SOTGY\">Sunny Optical</a> is DBS's preferred proxy for the optics upgrade cycle in 2026-2028.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 22:00 ET (03:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Consumer Electronics Companies' Valuations Seem Undemanding -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Consumer Electronics Companies' Valuations Seem Undemanding -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-01-09 11:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0300 GMT - Chinese consumer electronics companies' valuations appear undemanding, say DBS Group Research analysts in a note. A pullback in 2H left many hardware names trading at multiyear low multiples, which could now serve as favorable entry points, they note. Their picks include Lenovo, <a href=\"https://laohu8.com/S/BYDDY\">BYD</a> Electronic and <a href=\"https://laohu8.com/S/SNPTF\">Sunny Optical</a>, with earnings that could expand at robust compound annual growth rates of around 20%-30% over FY 2024-FY 2027, they say. Lenovo's server business is likely to ride on artificial-intelligence-related data-center expansion, given its partnerships with major Chinese cloud players, they note. BYDE should be able to gain from premium smartphone upgrades and China's AI infrastructure push. Meanwhile, <a href=\"https://laohu8.com/S/SOTGY\">Sunny Optical</a> is DBS's preferred proxy for the optics upgrade cycle in 2026-2028.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 22:00 ET (03:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B0JY6N72.USD","symbol_name":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2602343994","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602343994","pubTimestamp":1767927600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0300 GMT - Chinese consumer electronics companies' valuations appear undemanding, say DBS Group Research analysts in a note. A pullback in 2H left many hardware names trading at multiyear low multiples, which could now serve as favorable entry points, they note. Their picks include Lenovo, BYD Electronic and Sunny Optical, with earnings that could expand at robust compound annual growth rates of around 20%-30% over FY 2024-FY 2027, they say. Lenovo's server business is likely to ride on artificial-intelligence-related data-center expansion, given its partnerships with major Chinese cloud players, they note. BYDE should be able to gain from premium smartphone upgrades and China's AI infrastructure push. 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Asian Low Volatility Equity Fund ASDM SGD-H","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","BK1580":"烟草概念","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0048573645.USD":"富达东盟基金"},"translate_title":"中国消费电子公司的估值似乎并不高——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"00992":1.87,"LNVGY":1.87,"02382":1.85,"00285":1.86},"content_text":"0300 GMT - Chinese consumer electronics companies' valuations appear undemanding, say DBS Group Research analysts in a note. A pullback in 2H left many hardware names trading at multiyear low multiples, which could now serve as favorable entry points, they note. Their picks include Lenovo, BYD Electronic and Sunny Optical, with earnings that could expand at robust compound annual growth rates of around 20%-30% over FY 2024-FY 2027, they say. Lenovo's server business is likely to ride on artificial-intelligence-related data-center expansion, given its partnerships with major Chinese cloud players, they note. BYDE should be able to gain from premium smartphone upgrades and China's AI infrastructure push. Meanwhile, Sunny Optical is DBS's preferred proxy for the optics upgrade cycle in 2026-2028.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2026 22:00 ET (03:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}