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<Research>BOCI: Lifting of EDA Ban, US-Vietnam Trade Agreement Benefit Consumer Electronics Supply Chain in ST
In the context of the US lifting the EDA ban and the US-Vietnam trade agreement being reached on the same day, investor sentiment turned favorable for the previously sluggish consu...
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<Research>BOCI: Lifting of EDA Ban, US-Vietnam Trade Agreement Benefit Consumer Electronics Supply Chain in ST
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In the context of the US lifting the EDA ban and the US-Vietnam trade agreement being reached on the same day, investor sentiment turned favorable for the previously sluggish consumer electronics industry, BOCI said.

In the medium term, BOCI believed that it is important to closely monitor the evolution of tariff policies, demand sustainability, and whether the release of AR glasses will exceed expectations.

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Among supply chain stocks, the broker was more optimistic about AAC TECH (02018.HK)  +1.200 (+3.061%)    Short selling $16.46M; Ratio 8.795%   , AAC TECH (02018.HK)  +1.200 (+3.061%)    Short selling $16.46M; Ratio 8.795%   and BYD ELECTRONIC (00285.HK)  +1.050 (+3.318%)    Short selling $89.69M; Ratio 16.767%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-08 16:25.)

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