Market Reaction: MINTH GROUP's stock fell approximately 6% due to concerns over new tariffs approved by the Mexican Senate on Chinese imports, including auto parts and steel, set to take effect in 2026.
Impact of US Tariffs: A potential 5% additional US tariff on Mexican imports is expected to have minimal impact on MINTH GROUP, as its Mexican production complies with USMCA regulations.
Production Footprint: The company has over 50 production bases across 15 countries, with significant experience in overseas factory management, positioning it well amid de-globalization trends.
Broker Rating: JPMorgan has rated MINTH GROUP as Overweight, with a target price set at $70, indicating confidence in the company's future performance despite current market challenges.
Wall Street analysts forecast 00425 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00425 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 00425 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00425 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 31.380
Low
Averages
High
Current: 31.380
Low
Averages
High
JPMorgan
JPMorgan
maintain
$70
Al Analysis
2025-12-12
Reason
JPMorgan
JPMorgan
Price Target
$70
Al Analysis
2025-12-12
maintain
Reason
The analyst rating for MINTH GROUP is Overweight, primarily due to the company's strong positioning in the market despite recent concerns over new tariffs on Chinese imports. JPMorgan's report indicates that MINTH GROUP's production in Mexico complies with USMCA, which minimizes the impact of potential additional US tariffs on Mexican imports. Additionally, the company has a robust global presence with over 50 production bases across 15 countries and extensive experience in overseas factory management, which positions it favorably amid de-globalization trends. The target price set by the broker is $70.
JPMorgan
JPMorgan
Overweight
maintain
$70
2025-11-06
Reason
JPMorgan
JPMorgan
Price Target
$70
2025-11-06
maintain
Overweight
Reason
The analyst rating for MINTH GROUP (00425.HK) is "Overweight," as maintained by JPMorgan. The reasons for this rating include the company's optimistic outlook on its battery housing business, which is expected to grow at a compound annual growth rate (CAGR) of about 30% until 2030. Additionally, the company has recently announced an employee stock incentive plan targeting key personnel in emerging fields, and it has secured its first orders for AI server liquid cooling products, indicating growth potential in new markets. Overall, JPMorgan estimates a CAGR of 15% in revenue for the company from the second half of 2025 to 2027, supporting their positive outlook and target price of $70.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
