Financial Performance: TINGYI reported a 2.7% YoY decline in revenue for 1H25, while net profit increased by 20.5% YoY, with an adjusted growth of 12% YoY after excluding one-off effects.
Market Outlook: HSBC Global Research downgraded TINGYI's rating from Buy to Hold and reduced its target price due to intensified competition in the beverage sector, although price competition may ease in 2H25.
00322
$11.75+Infinity%1D
Analyst Views on 00322
Wall Street analysts forecast 00322 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00322 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 00322 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00322 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: 11.900
Low
Averages
High
Current: 11.900
Low
Averages
High
JPMorgan
upgrade
2025-10-13
Reason
JPMorgan
Price Target
2025-10-13
upgrade
Reason
The analyst rating from JPMorgan reflects a strategic shift in response to increasing geopolitical risks stemming from heightened US-China tensions. The firm upgraded the consumer staples sector to Overweight while downgrading the discretionary and healthcare sectors to Equalweight. This decision is based on the anticipation of a "de-risking" phase, where investors are advised to move away from crowded growth stocks towards less crowded quality laggards in the consumer sector. The report highlights concerns over high thresholds for US-China trade negotiations, potential downside pressure on earnings estimates for the CSI 300 Index, and the stabilization of US treasury yields limiting equity risk premium easing. Overall, JPMorgan sees opportunities to increase exposure to China and suggests a rotation back to growth stocks as key events unfold in the coming weeks.
DBS
maintain
2025-08-19
Reason
DBS
Price Target
2025-08-19
maintain
Reason
HSBC Global Research
HSBC Global Research
Buy
to
Hold
downgrade
2025-08-15
Reason
HSBC Global Research
HSBC Global Research
Price Target
2025-08-15
downgrade
Buy
to
Hold
Reason
The analyst rating for TINGYI (00322.HK) was downgraded from Buy to Hold by HSBC Global Research due to several factors. The recent pullback in TINGYI's share price was attributed to intensified competition in the beverage sector and subsidies from food delivery platforms. Although the company's net profit showed growth, the outlook for its beverage market share is expected to face pressure over the next two years due to the entry of new competitors. Additionally, HSBC cut its target price for TINGYI, reflecting concerns about future performance despite the company's dividend yield being above the industry average.
DBS Group Research
DBS Group Research
Buy
maintain
2025-08-14
Reason
DBS Group Research
DBS Group Research
Price Target
2025-08-14
maintain
Buy
Reason
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.
