Shares of MORIMATSU INTL (02155) have risen by more than 4%, extending a cumulative gain of over 50% in the past month. At the time of writing, the stock is up 4.3%, trading at HK$10.91 with a turnover of HK$168 million.

MORIMATSU INTL is recognized as a global leader in modular plant solutions. The company secures orders primarily from diverse sectors including pharmaceuticals, chemicals, consumer goods, power batteries, oil and gas refining, and electronic chemicals, and has expanded into areas such as data centers, new energy, and semiconductors.

Analyst Perspective on Growth Catalysts

A recent research report highlighted that the company's significant growth catalysts stem from the pharmaceutical sector and potential AIDC project confirmations, driven by the trend of manufacturing reshoring to the United States. Looking ahead to 2026, based solely on new order data secured in 2025, the company's profit is projected to achieve a year-on-year growth rate of 20%. Furthermore, considering potential additional order contributions from the concentrated construction of pharmaceutical plants by European and American companies in the US post the second quarter of 2026, along with business in AIDC, oil and gas, and photovoltaics, analysts maintain a positive outlook for new order growth in 2026.