Short-term impact of power outage; Wait for more positive signals
研究机构：招银国际 研究员：Wayne Fung 发布时间：2021-10-11暂无文本格式的研报，请点击下方链接查看PDF原文
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招银国际
- At near term trough; Shares likely mean-revert on sequentially better 4Q tourist traffic; Initiate at Buy
- 2Q21 results beat; cost pressures to passthrough in 2H21
- Mega order intake to boost earnings in 2022E-23E;Raise earnings forecast and TP
- Strong backlog growth driven by solid demand
- The next chapter beyond mobile CIS is coming