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

Dow Jones

Jan 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2026-01-09 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002414.USD","symbol_name":"LIONGLOBAL SINGAPORE TRUST (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. Meanwhile, Sunny Optical is DBS's preferred proxy for the optics upgrade cycle in 2026-2028.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"80992":"联想集团-R","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4170":"电脑硬件、储存设备及电脑周边","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK6112":"综合性银行","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LNVGY":"联想集团ADR","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - 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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"}}}