Kingboard Holdings' AI-Related, Chemical Investments Could Boost 2027 Earnings -- Market Talk

Dow Jones

03/19

0838 GMT - Kingboard Holdings' investments in artificial-intelligence upstream materials and chemicals are likely to boost 2027 earnings, say Citi analysts in a note. The Hong Kong-based copper-foil manufacturer's 2026 core earnings could fall, particularly as the company is placing shares in subsidiary Kingboard Laminates and therefore reducing the unit's profit contribution. The analysts cut their 2026 core earnings estimate by 11%. After 2026, the first contributions from new AI-related and chemical projects should come in, leading the analysts to raise their 2027 earnings projection by 4.0%. Still, Citi prefers Kingboard Laminates to Kingboard Holdings as the former is a pure AI upstream materials play. Citi raises its target price on Kingboard Holdings to HK$48.00 from HK$45.00 and maintains a buy rating. Shares closed 5.3% lower at HK$37.50. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 19, 2026 04:38 ET (08:38 GMT)

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(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  March 19, 2026 04:38 ET (08:38 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>Kingboard Holdings' AI-Related, Chemical Investments Could Boost 2027 Earnings -- 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\">\nKingboard Holdings' AI-Related, Chemical Investments Could Boost 2027 Earnings -- 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\">2026-03-19 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0838 GMT - Kingboard Holdings' investments in artificial-intelligence upstream materials and chemicals are likely to boost 2027 earnings, say Citi analysts in a note. The Hong Kong-based copper-foil manufacturer's 2026 core earnings could fall, particularly as the company is placing shares in subsidiary <a href=\"https://laohu8.com/S/KGBLF\">Kingboard Laminates</a> and therefore reducing the unit's profit contribution. The analysts cut their 2026 core earnings estimate by 11%. After 2026, the first contributions from new AI-related and chemical projects should come in, leading the analysts to raise their 2027 earnings projection by 4.0%. Still, Citi prefers <a href=\"https://laohu8.com/S/KGBLY\">Kingboard Laminates</a> to Kingboard Holdings as the former is a pure AI upstream materials play. Citi raises its target price on Kingboard Holdings to HK$48.00 from HK$45.00 and maintains a buy rating. Shares closed 5.3% lower at HK$37.50. (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  March 19, 2026 04:38 ET (08:38 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":"00148","symbol_name":"建滔集团","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620248512","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620248512","pubTimestamp":1773909480,"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":"0838 GMT - Kingboard Holdings' investments in artificial-intelligence upstream materials and chemicals are likely to boost 2027 earnings, say Citi analysts in a note. The Hong Kong-based copper-foil manufacturer's 2026 core earnings could fall, particularly as the company is placing shares in subsidiary Kingboard Laminates and therefore reducing the unit's profit contribution. The analysts cut their 2026 core earnings estimate by 11%. After 2026, the first contributions from new AI-related and chemical projects should come in, leading the analysts to raise their 2027 earnings projection by 4.0%. Still, Citi prefers Kingboard Laminates to Kingboard Holdings as the former is a pure AI upstream materials play. Citi raises its target price on Kingboard Holdings to HK$48.00 from HK$45.00 and maintains a buy rating. Shares closed 5.3% lower at HK$37.50. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"00148":"建滔集团","BK1170":"电子元件"},"translate_title":"建滔控股的人工智能相关化学投资可能会提振2027年盈利——市场讨论","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00148":0.9},"content_text":"0838 GMT - Kingboard Holdings' investments in artificial-intelligence upstream materials and chemicals are likely to boost 2027 earnings, say Citi analysts in a note. The Hong Kong-based copper-foil manufacturer's 2026 core earnings could fall, particularly as the company is placing shares in subsidiary Kingboard Laminates and therefore reducing the unit's profit contribution. The analysts cut their 2026 core earnings estimate by 11%. After 2026, the first contributions from new AI-related and chemical projects should come in, leading the analysts to raise their 2027 earnings projection by 4.0%. Still, Citi prefers Kingboard Laminates to Kingboard Holdings as the former is a pure AI upstream materials play. Citi raises its target price on Kingboard Holdings to HK$48.00 from HK$45.00 and maintains a buy rating. Shares closed 5.3% lower at HK$37.50. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 19, 2026 04:38 ET (08:38 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":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}