CMBI Raises MINTH Group Target Price to HK$44, Keeps Buy Rating

Stock News
Mar 25

CMBI has released a research report maintaining a "Buy" rating on MINTH GROUP-100 (00425) and increasing its target price from HK$42 to HK$44. The company's aluminum division's revenue and gross margin for the second half of 2025 fell short of the institution's expectations, primarily due to lower-than-expected sales volumes from a major client and delays in certain business transformation processes caused by the bankruptcy of German auto parts supplier WKW. The report noted that, thanks to strict control over operating costs, the net profit for the latter half of 2025 largely met expectations. Management has set an aggressive five-year revenue target, boosting the institution's confidence in the quality of MINTH's order backlog. CMBI believes that the company's overseas revenue, which accounts for over 60% of the total, along with its strategic positioning in robotics and liquid cooling technology, will not only support revenue growth but also enhance its valuation.

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