Credit Lyonnais Raises MINTH GROUP (00425) Target Price to HK$36, Maintains "Outperform" Rating

Stock News

Aug 29

Credit Lyonnais has released a research report stating that, considering MINTH GROUP's (00425) new orders, the firm has raised its net profit forecasts for the company by 1% and 2% for this year and next year respectively, while lowering the 2027 profit forecast by 2% to reflect gross margin predictions. Due to continued liquidity recovery and diversified business expansion, the target price has been raised from HK$25 to HK$36, maintaining an "outperform" rating.

MINTH GROUP's first-half gross margin was 28.3%, down 0.2% year-on-year. However, the firm noted that as OEMs are willing to compensate the company for tariff losses and the product mix has stabilized, the company's gross margin is expected to improve in the second half.

Additionally, the company is becoming more internationalized, with revenue from China declining to 35% in the first half, compared to 40.8% in the same period last year. The firm expects this figure to further decline to 30% in the coming years.

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The firm expects this figure to further decline to 30% in the coming years.</p>","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>Credit Lyonnais Raises MINTH GROUP (00425) Target Price to HK$36, Maintains \"Outperform\" Rating</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\">\nCredit Lyonnais Raises MINTH GROUP (00425) Target Price to HK$36, Maintains \"Outperform\" Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-08-29 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Credit Lyonnais has released a research report stating that, considering MINTH GROUP's (00425) new orders, the firm has raised its net profit forecasts for the company by 1% and 2% for this year and next year respectively, while lowering the 2027 profit forecast by 2% to reflect gross margin predictions. Due to continued liquidity recovery and diversified business expansion, the target price has been raised from HK$25 to HK$36, maintaining an \"outperform\" rating.</p>\n<p>MINTH GROUP's first-half gross margin was 28.3%, down 0.2% year-on-year. However, the firm noted that as OEMs are willing to compensate the company for tariff losses and the product mix has stabilized, the company's gross margin is expected to improve in the second half.</p>\n<p>Additionally, the company is becoming more internationalized, with revenue from China declining to 35% in the first half, compared to 40.8% in the same period last year. The firm expects this figure to further decline to 30% in the coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00425","symbol_name":"敏实集团","start_time":0,"source_url":"","article_id":"1154245350","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1154245350","pubTimestamp":1756455631,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Credit Lyonnais has released a research report stating that, considering MINTH GROUP's (00425) new orders, the firm has raised its net profit forecasts for the company by 1% and 2% for this year and...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"00425":"敏实集团","BK1509":"特斯拉概念股","BK1589":"北水核心资产","BK1144":"机动车零配件与设备"},"translate_title":"里昂信贷上调敏实集团(00425)目标价至36港元维持“跑赢大市”评级","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00425":1},"content_text":"Credit Lyonnais has released a research report stating that, considering MINTH GROUP's (00425) new orders, the firm has raised its net profit forecasts for the company by 1% and 2% for this year and next year respectively, while lowering the 2027 profit forecast by 2% to reflect gross margin predictions. Due to continued liquidity recovery and diversified business expansion, the target price has been raised from HK$25 to HK$36, maintaining an \"outperform\" rating.\nMINTH GROUP's first-half gross margin was 28.3%, down 0.2% year-on-year. However, the firm noted that as OEMs are willing to compensate the company for tariff losses and the product mix has stabilized, the company's gross margin is expected to improve in the second half.\nAdditionally, the company is becoming more internationalized, with revenue from China declining to 35% in the first half, compared to 40.8% in the same period last year. The firm expects this figure to further decline to 30% in the coming years.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}