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00285
BYD ELECTRONIC
HKD
34.4000.100
(0.29%)
1D
AI Analysis for 00285
AI Analysis
High
34.580
Open
34.580
VWAP
34.00
Vol
7.00M
Mkt Cap
79.00B
Low
34.020
Amount
236.00M
EV/EBITDA(TTM)
6.00
Total Shares
2.00B
EV
10.00B
EV/OCF(TTM)
4.00
P/S(TTM)
0.00
BYD Electronic International Co Ltd is an investment holding company primarily engaged in the provision of high-tech products. The Company’s main business is engaged in the manufacture, assembly and sale of mobile handset components, modules and other products. The Company provide customers with one-stop service that comprises new materials development, product design and development, manufacturing, supply chain management, logistics and after-sales service. The Company is engaged in the businesses covering smart phones, tablet personal computers (PCs), new energy vehicles, residential energy storage, smart home, game hardware, unmanned aerial vehicles, artificial intelligence (AI) servers, three dimensions (3D) printers, Internet of Things, robots, communication equipment, health devices to other market areas. The Company conducts its business in the domestic and overseas markets.
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News
4.5
01-21aastocksHSI Rises by 97 Points Driven by Demand for Chip, AI, and Robotics Stocks; HUA HONG SEMI Gains 5%
Market Performance: The Hong Kong stock market saw a rebound with the HSI rising 0.4% to 26,585, driven by the US-Europe dispute over Greenland and a total market turnover of HKD250.451 billion.
AI and Tech Stocks Surge: The launch of the new DeepSeek model, MODEL1, boosted AI and chip-related stocks, with notable gains from companies like SENSETIME-W and INSILICO, while some stocks like UNISOUND experienced declines.
Chinese Exports Growth: China's exports in December increased by 6.6% year-on-year, surpassing the previous value of 5.9% and exceeding forecasts of 3%.
Mixed Performance Among Major Tech Firms: BIDU-SW launched a new AI feature and saw a 3.3% stock increase, while other tech giants like TENCENT and JD-SW had modest gains, and NTES-S faced a significant decline of 3.7%.
4.5
01-20aastocksHSI Declines by 76 Points Amid Weakness in AI and Chip Stocks; POP MART Surges 9%
US Stock Market Impact: President Trump's threat to impose "Greenland tariffs" negatively affected US stock futures, leading to a decline in Hong Kong stocks, with the HSI down 0.3% and significant drops in major tech stocks like Tencent and Meituan.
Tech Sector Performance: Major tech companies experienced losses, with Tencent and Meituan dropping 1.5% and 1.2%, respectively, while JD and Bilibili saw slight gains. AI-related stocks had mixed results, with Knowledge Atlas plunging 7.4%.
Mobile and Chip Sector Declines: Mobile component stocks like AAC Tech and Sunny Optical fell over 3%, while chip sector stocks, including SMIC and Innosilicon, also experienced declines of up to 3.6%.
Consumer Stocks Surge: Consumer stocks rose, particularly Pop Mart, which surged 9.1% after repurchasing shares for the first time in nearly two years, while other consumer-related stocks benefited from extended loan interest subsidies in Mainland China.
6.0
01-20aastocks<Research> G Sachs: Growth of BYD ELECTRONIC (00285.HK) Fueled by New Foldable Phones; Buy Rating Maintained
Short Selling Activity: BYD ELECTRONIC experienced short selling of $58.13 million, with a ratio of 22.645%, indicating significant market speculation against the stock.
Management's Optimism: The company's management anticipates that new foldable phones from a major client will have higher unit values, which could drive future growth.
AI Infrastructure Focus: BYD ELECTRONIC is optimistic about the AI infrastructure cycle and is actively seeking opportunities with both global and local clients.
Brokerage Rating: Goldman Sachs maintains a positive outlook on BYD ELECTRONIC's strategy, reiterating a "Buy" rating with a target price of $53.08.
4.5
01-19aastocksHSI Declines by 203 Points; BABA-W Drops Over 2%; CKH HOLDINGS and BYD COMPANY Rise Amid Market Downturn
Market Performance: The HSI opened 203 points lower at 26,641, with declines in the HSCEI and HSTECH, reflecting a negative trend in the Hong Kong stock market.
Smartphone Shipment Forecasts: Major smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have reduced their annual shipment forecasts, impacting their stock performances.
Tech Stock Movements: Notable tech stocks like Alibaba, Tencent, and Meituan experienced declines, while Baidu and BYD saw slight increases, indicating mixed performance in the tech sector.
Economic Indicators: China's M2 Money Supply YoY for December rose to 8.5%, and the GDP Growth Rate QoQ for Q4 improved to 1.2%, surpassing previous values and forecasts.
4.5
01-15aastocks<Daily Summary> HSI Ends at 26,923, Decreasing by 76 Points; HSTI Finishes at 5,828, Down 79 Points; TRIP.COM-S Falls Over 19%; SHK PPT, CK ASSET, CLP HOLDINGS, BOC HONG KONG, NEW WORLD DEV Reach New Peaks; Market Turnover Increases
Market Performance: The Hang Seng Index (HSI) fell by 76 points (0.3%) to close at 26,923, while the Hang Seng Tech Index (HSTI) dropped 79 points (1.4%) to 5,828, and the Hang Seng China Enterprises Index (HSCEI) decreased by 48 points (0.5%) to 9,266, with a total market turnover of $290.46 billion.
Active Heavyweights: Major stocks like Alibaba (BABA) and Tencent (TENCENT) saw declines of 2.6% and 1.7%, respectively, while Ping An (PING AN) and HKEX (HKEX) experienced slight gains of 1.2% and 0.9%.
Significant Movers: Trip.com (TRIP.COM-S) plummeted by 19.2%, while BYD Electronic (BYD ELECTRONIC) rose by 3.3%. Other notable movements included SHK PPT and CK Asset reaching new highs.
Short Selling Trends: The short selling ratios for several stocks were highlighted, with notable figures for Alibaba (13.4%) and Tencent (15.6%), indicating significant market speculation against these companies.
Money Flow
Over the past 66 trading days, overall net money flow is 74.00M, with retail investors contributing 8.00M and major investors adding 52.00M.
Net Buy $ Volume
Net Sell $ Volume
Goldman Sachs
Goldman Sachs
Buy
maintain
$53.08
2026-01-20
New
Reason
The analyst rating for BYD ELECTRONIC (00285.HK) is maintained at "Buy" due to several reasons highlighted in the Goldman Sachs research report. The management's expectation of higher unit value from upcoming new foldable phones for its major brand client is seen as a positive factor for the company's future growth. Additionally, the management's optimism about the AI infrastructure cycle and their focus on expanding opportunities among global and local clients further supports this positive outlook. Overall, the strategy of concentrating on leading clients and diversifying into AI infrastructure contributes to the favorable rating. The target price is set at $53.08.
Goldman Sachs
Buy
Price Target
$53.08
2026-01-20
maintain
New
The analyst rating for BYD ELECTRONIC (00285.HK) is maintained at "Buy" due to several reasons highlighted in the Goldman Sachs research report. The management's expectation of higher unit value from upcoming new foldable phones for its major brand client is seen as a positive factor for the company's future growth. Additionally, the management's optimism about the AI infrastructure cycle and their focus on expanding opportunities among global and local clients further supports this positive outlook. Overall, the strategy of concentrating on leading clients and diversifying into AI infrastructure contributes to the favorable rating. The target price is set at $53.08.
remove
2025-11-27
Reason
The article indicates that DBS has updated its outlook for Hong Kong stocks, adding CATL (03750.HK) to its recommended list while removing ANTA SPORTS (02020.HK). The reason for the analyst rating appears to be based on the performance and short selling ratios of these stocks. CATL has a relatively low short selling ratio of 2.361%, suggesting less bearish sentiment among investors, while ANTA SPORTS has a significantly higher short selling ratio of 29.830%, indicating greater investor skepticism. This shift in recommendations reflects DBS's assessment of market conditions and investor sentiment towards these companies.
Price Target
2025-11-27
remove
The article indicates that DBS has updated its outlook for Hong Kong stocks, adding CATL (03750.HK) to its recommended list while removing ANTA SPORTS (02020.HK). The reason for the analyst rating appears to be based on the performance and short selling ratios of these stocks. CATL has a relatively low short selling ratio of 2.361%, suggesting less bearish sentiment among investors, while ANTA SPORTS has a significantly higher short selling ratio of 29.830%, indicating greater investor skepticism. This shift in recommendations reflects DBS's assessment of market conditions and investor sentiment towards these companies.
CCB International
CCB International
Buy
downgrade
$52 -> $47
2025-11-04
Reason
The analyst rating from CCB International for BYD ELECTRONIC is maintained as a "Buy" despite a decrease in the target price from HKD52 to HKD47. This decision is based on the company's 3Q25 performance, which showed a 2% year-over-year decline in revenue and a 9% year-over-year drop in net profit, although the net profit did increase by 27% quarter-over-quarter. The results were below the broker's expectations, primarily due to weaker performance in components and intelligent products. The maintenance of the "Buy" rating suggests that the broker still sees potential for recovery or growth in the company's future performance.
CCB International
Buy
Price Target
$52 -> $47
2025-11-04
downgrade
The analyst rating from CCB International for BYD ELECTRONIC is maintained as a "Buy" despite a decrease in the target price from HKD52 to HKD47. This decision is based on the company's 3Q25 performance, which showed a 2% year-over-year decline in revenue and a 9% year-over-year drop in net profit, although the net profit did increase by 27% quarter-over-quarter. The results were below the broker's expectations, primarily due to weaker performance in components and intelligent products. The maintenance of the "Buy" rating suggests that the broker still sees potential for recovery or growth in the company's future performance.
CMBI
downgrade
$61.3
2025-11-04
Reason
The analyst rating for XIAOMI-W (01810.HK) was influenced by CMBI's decision to reduce its target price to HKD 61.3, based on expectations that the company's adjusted net profit for the third quarter will surge by 60% year-over-year. This positive outlook on profitability contrasts with the stock's recent performance, which saw a net outflow of HKD 0.900 and a short selling ratio of 16.530%.
CMBI
Price Target
$61.3
2025-11-04
downgrade
The analyst rating for XIAOMI-W (01810.HK) was influenced by CMBI's decision to reduce its target price to HKD 61.3, based on expectations that the company's adjusted net profit for the third quarter will surge by 60% year-over-year. This positive outlook on profitability contrasts with the stock's recent performance, which saw a net outflow of HKD 0.900 and a short selling ratio of 16.530%.
BofA Securities
BofA Securities
Neutral
downgrade
$40
2025-10-31
Reason
The analyst rating for BYD ELECTRONIC (00285.HK) was reiterated at Neutral by BofA Securities due to the company's 3Q25 results missing expectations. The net profit of RMB1.4 billion, while showing a 27% quarter-over-quarter increase, was down 9% year-over-year and only met 29% of the full-year estimates by BofA and 27% by the market. This performance is below the typical range of 32-38% achieved over the past three years. Despite trimming the target price from $45.5 to $40, the stock is still considered undervalued with a projected PE ratio of 13x compared to the average of 26x for peers in the Apple supply chain, leading to the Neutral rating based on reasonable valuation.
BofA Securities
Neutral
Price Target
$40
2025-10-31
downgrade
The analyst rating for BYD ELECTRONIC (00285.HK) was reiterated at Neutral by BofA Securities due to the company's 3Q25 results missing expectations. The net profit of RMB1.4 billion, while showing a 27% quarter-over-quarter increase, was down 9% year-over-year and only met 29% of the full-year estimates by BofA and 27% by the market. This performance is below the typical range of 32-38% achieved over the past three years. Despite trimming the target price from $45.5 to $40, the stock is still considered undervalued with a projected PE ratio of 13x compared to the average of 26x for peers in the Apple supply chain, leading to the Neutral rating based on reasonable valuation.
Citi
Buy
to
Hold
downgrade
$51
2025-10-31
Reason
The analyst rating for BYD ELECTRONIC was influenced by several key factors outlined in the Citi research report. Despite cutting the target price from HKD51 to HKD43.4, Citi maintained a Buy rating due to the following reasons:
1. Stable Business Outlook: The company's 4Q25 results are expected to be roughly flat year-over-year, indicating stability in its business and customer structure.
2. Growth in iOS Components: There is an anticipated significant expansion in the iOS components business over the next two years, which is seen as a positive growth driver.
3. Steady Performance in Other Segments: The iOS EMS and Android businesses are expected to remain steady next year, contributing to overall stability.
4. Upcoming Catalysts: The launch of smart home products in 1H26 and improved visibility of the iPhone foldable shell design in 2H26 are viewed as potential catalysts for future growth.
5. Automotive Business Revenue Adjustment: Although the automotive business revenue is expected to be lower than previous guidance due to a slowdown in sales of pure electric vehicles, the overall outlook remains positive due to the other growth areas.
These factors collectively support the Buy rating despite the adjustments in target price and revenue expectations.
Citi
Buy
to
Hold
Price Target
$51
2025-10-31
downgrade
The analyst rating for BYD ELECTRONIC was influenced by several key factors outlined in the Citi research report. Despite cutting the target price from HKD51 to HKD43.4, Citi maintained a Buy rating due to the following reasons:
1. Stable Business Outlook: The company's 4Q25 results are expected to be roughly flat year-over-year, indicating stability in its business and customer structure.
2. Growth in iOS Components: There is an anticipated significant expansion in the iOS components business over the next two years, which is seen as a positive growth driver.
3. Steady Performance in Other Segments: The iOS EMS and Android businesses are expected to remain steady next year, contributing to overall stability.
4. Upcoming Catalysts: The launch of smart home products in 1H26 and improved visibility of the iPhone foldable shell design in 2H26 are viewed as potential catalysts for future growth.
5. Automotive Business Revenue Adjustment: Although the automotive business revenue is expected to be lower than previous guidance due to a slowdown in sales of pure electric vehicles, the overall outlook remains positive due to the other growth areas.
These factors collectively support the Buy rating despite the adjustments in target price and revenue expectations.
Morgan Stanley
Morgan Stanley
Overweight
maintain
$130
2025-10-31
Reason
The analyst rating for BYD COMPANY (01211.HK) is Overweight, with a target price of HKD130. The reasoning behind this rating is that while the company's 3Q25 earnings experienced a 33% year-over-year decline and fell short of market expectations, there was a quarter-over-quarter growth of 23%, indicating a rebound from previous lows. Morgan Stanley noted that the results met previously lowered market expectations and emphasized that the market will continue to focus on BYD's overseas business progress, the upcoming new product cycle, and potential sales policies to mitigate the impact of the new energy vehicle purchase tax hike in 2026.
Morgan Stanley
Overweight
Price Target
$130
2025-10-31
maintain
The analyst rating for BYD COMPANY (01211.HK) is Overweight, with a target price of HKD130. The reasoning behind this rating is that while the company's 3Q25 earnings experienced a 33% year-over-year decline and fell short of market expectations, there was a quarter-over-quarter growth of 23%, indicating a rebound from previous lows. Morgan Stanley noted that the results met previously lowered market expectations and emphasized that the market will continue to focus on BYD's overseas business progress, the upcoming new product cycle, and potential sales policies to mitigate the impact of the new energy vehicle purchase tax hike in 2026.
CLSA
CLSA
Outperform -> Hold
downgrade
$48
2025-10-31
Reason
The analyst rating for BYD ELECTRONIC was kept at "Outperform" by CLSA despite a reduction in the target price from HKD52.9 to HKD48. The reasoning behind this rating includes anticipated impacts on the company's 3Q25 and 4Q25 results due to changes in metal casing materials from US clients and a slowdown in car shipment growth. However, CLSA expects robust growth in BYD ELECTRONIC's metal casing business in 2026, driven by the demand for foldable titanium alloy phone casings. Additionally, the AI server business is projected to achieve breakthroughs supported by shipments of liquid cooling systems and high-voltage DC modules.
CLSA
Outperform -> Hold
Price Target
$48
2025-10-31
downgrade
The analyst rating for BYD ELECTRONIC was kept at "Outperform" by CLSA despite a reduction in the target price from HKD52.9 to HKD48. The reasoning behind this rating includes anticipated impacts on the company's 3Q25 and 4Q25 results due to changes in metal casing materials from US clients and a slowdown in car shipment growth. However, CLSA expects robust growth in BYD ELECTRONIC's metal casing business in 2026, driven by the demand for foldable titanium alloy phone casings. Additionally, the AI server business is projected to achieve breakthroughs supported by shipments of liquid cooling systems and high-voltage DC modules.
CLSA
maintain
$52.9
2025-10-16
Reason
The analyst rating for BYD Electronics was reiterated as "Outperform" by CLSA due to several key factors:
1. Partnership with Nvidia: BYD Electronics is set to become a supplier of power components for Nvidia's new 800VDC AI server architecture, positioning the company as a significant player in Nvidia's AI server systems.
2. Collaboration with Apple: BYD Electronics is collaborating with Apple on upcoming desktop robots and home hubs, which are expected to be new growth drivers for the company.
3. Experience and Solid Partnerships: CLSA highlighted BYD Electronics' long-term experience in manufacturing smart IoT devices and various robots, along with its strong partnership with Apple, which enhances its growth prospects.
These factors contribute to CLSA's positive outlook and target price of HKD52.9 for BYD Electronics.
CLSA
Price Target
$52.9
2025-10-16
maintain
The analyst rating for BYD Electronics was reiterated as "Outperform" by CLSA due to several key factors:
1. Partnership with Nvidia: BYD Electronics is set to become a supplier of power components for Nvidia's new 800VDC AI server architecture, positioning the company as a significant player in Nvidia's AI server systems.
2. Collaboration with Apple: BYD Electronics is collaborating with Apple on upcoming desktop robots and home hubs, which are expected to be new growth drivers for the company.
3. Experience and Solid Partnerships: CLSA highlighted BYD Electronics' long-term experience in manufacturing smart IoT devices and various robots, along with its strong partnership with Apple, which enhances its growth prospects.
These factors contribute to CLSA's positive outlook and target price of HKD52.9 for BYD Electronics.
BofA Securities
BofA Securities
Buy -> Neutral
downgrade
2025-08-18
Reason
BofA Securities downgraded BYD ELECTRONIC's rating from Buy to Neutral primarily due to intense competition from its industry peer LENS in the iPhone casing and smartphone assembly business, which is expected to intensify starting in the second half of 2025. This competition may further negatively impact BYD ELECTRONIC's already declining consumer electronics sales. Although BofA anticipates a significant growth in BYD ELECTRONIC's automotive business revenue, driven by the rapid adoption of its parent company's ADAS, this is not enough to offset the anticipated challenges in the consumer electronics sector.
BofA Securities
Buy -> Neutral
Price Target
2025-08-18
downgrade
BofA Securities downgraded BYD ELECTRONIC's rating from Buy to Neutral primarily due to intense competition from its industry peer LENS in the iPhone casing and smartphone assembly business, which is expected to intensify starting in the second half of 2025. This competition may further negatively impact BYD ELECTRONIC's already declining consumer electronics sales. Although BofA anticipates a significant growth in BYD ELECTRONIC's automotive business revenue, driven by the rapid adoption of its parent company's ADAS, this is not enough to offset the anticipated challenges in the consumer electronics sector.
Valuation Metrics
Forward PE
5Y Average PE
15.24
Current PE
12.85
Overvalued PE
19.59
Undervalued PE
10.89
Forward EV/EBITDA
5Y Average EV/EBITDA
7.99
Current EV/EBITDA
6.18
Overvalued EV/EBITDA
10.70
Undervalued EV/EBITDA
5.28
Forward PS
5Y Average PS
0.45
Current PS
0.36
Overvalued PS
0.62
Undervalued PS
0.28
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