Launch of New Index: Hang Seng Indexes Company has introduced the Hang Seng SCHK Electronics Theme Index, which tracks the performance of Hong Kong-listed companies in the electronics sector eligible for Southbound trading under the Stock Connect scheme.
Constituents and Review: The index comprises 40 constituents, representing the largest market cap companies in the electronics theme, and is reviewed semi-annually with quarterly adjustments to weightings.
Current Constituents: Notable companies included in the index are TCL Electronics, Xiaomi, and SMIC, among others, with varying short selling ratios reported.
Market Activity: The article provides detailed short selling data for various constituents, indicating market activity and investor sentiment towards these stocks.
Wall Street analysts forecast 00148 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00148 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 00148 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00148 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: 28.200
Low
Averages
High
Current: 28.200
Low
Averages
High
Citi
upgrade
$14
Al Analysis
2025-08-26
Reason
Citi
Price Target
$14
Al Analysis
2025-08-26
upgrade
Reason
The analyst rating for KB LAMINATES (01888.HK) was influenced by several factors outlined in the Citi research report. The company's 1H25 net profit growth of 28% to HKD933 million was in line with Citi's forecast, which is a positive indicator. However, the core earnings growth of only 10% YoY to HKD860 million fell short of expectations due to rising costs outpacing average selling prices.
Despite this shortfall in core earnings, Citi raised its target price for KB LAMINATES from HKD14 to HKD20.5, primarily due to the company's anticipated entry into Nvidia's supply chain by the end of 2025. This potential development is seen as a significant growth opportunity, prompting Citi to adjust its stock preference within the Chinese copper-clad laminate supply chain, favoring KB LAMINATES over its previous top pick, SYTECH.
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.
