PCB/CCL
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PCBCCL：华通管理层调研-光模块有望成为关键增长驱动力，高ASP产品放量将带来毛利率扩张潜力；看好ZDT- PCB_CCL_ Compeq mgmt visit_ Optical transceiver to be the key growth driver, with high ASP_volume_GM expansion potential; Buy ZDT
2026-09-10 10:51
7 September 2026 | 7:58AM CST Equity Research Taiwan PCB/CCL: Compeq mgmt visit: Optical transceiver to be the key growth driver, with high ASP/volume/GM expansion potential; Buy ZDT, We held a meeting with Compeq's (2313.TW, Not Covered) management. Key takeaways include: (1) The company's current guidance is for revenue to reach NT$110-120bn in 2027 (implying 23% 2025-27 CAGR from the midpoint, tracking faster than previous guidance of reaching NT$100bn+ by 2028). The company believes that optical module ...