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00425
MINTH GROUP
HKD
34.980-0.580
(-1.63%)
1D
AI Analysis for 00425
AI Analysis
High
35.900
Open
33.400
VWAP
35.07
Vol
7.70M
Mkt Cap
47.20B
Low
33.400
Amount
270.12M
EV/EBITDA(TTM)
8.53
Total Shares
1.17B
EV
5.67B
EV/OCF(TTM)
--
P/S(TTM)
1.30
Minth Group Ltd is a global player in the auto parts industry, and is primarily engaged in the research and development, production and sales of auto parts, toolings and moulds. The Group’s main products are metal and trim products, plastic products, aluminium products, battery housings, as well as various moulds, gauges and fixtures. The Group is also engaged in the research and development, production and sales of body and chassis components and intelligent exteriors. The Group conducts its businesses globally across Asia-Pacific, North America, Europe and other regions.
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News
6.5
03-13aastocksDaiwa Advocates for Investment in Undervalued Stocks During Market Volatility, Suggests BYD and WEICHAI
Market Volatility: The market has seen significant fluctuations due to the ongoing Mideast war and changing policies from leaders, prompting caution among investors.
Investment Advice: Daiwa recommends avoiding stocks impacted by Mideast tensions, such as shippers and airlines, and suggests focusing on undervalued stocks instead.
Stock Recommendations: The report highlights specific stocks to consider, including BYD COMPANY, WEICHAI POWER, MINTH GROUP, JD LOGISTICS, and ZOOMLION.
Short Selling Data: The article provides short selling statistics for various stocks, indicating the level of market activity and investor sentiment towards these companies.
4.0
03-11aastocks<M Stanley Analysis> Ratings and Target Prices for Chinese Automakers (Table)
BYD Company Performance: BYD Company (01211.HK) saw a stock increase of 1.392% with a short selling ratio of 27.320%, and analysts maintain an "Overweight" rating with a target price of HK$126, highlighting advancements in their 2nd-Gen Blade Battery technology.
Geely Auto Update: Geely Auto (00175.HK) experienced a significant rise of 8.525% in stock price, with a short selling ratio of 17.295%, and is also rated "Overweight" with a target price of HK$25.
Other Automotive Stocks: GAC Group (02238.HK) and Dongfeng Group (00489.HK) are rated "Overweight" with minor stock increases, while BAIC Motor (01958.HK) faced a slight decline and is rated "Equalweight."
Analyst Ratings on BYD: Multiple analysts, including CICC and M Stanley, have reiterated their "Overweight" ratings on BYD, emphasizing its technological breakthroughs and the launch of the 2nd-Gen Blade Battery, which enables fast charging capabilities.
2.0
03-03aastocksSoochow Securities Reveals Top 10 Net Purchases and Sales of Southbound Funds in Hong Kong Stocks (Table)
Southbound Capital Inflows: Southbound capital inflows into Hong Kong stocks slowed last week, with a net inflow of HK$6.7 billion, primarily in the information technology, consumer discretionary, and real estate sectors, while telecoms and utilities experienced net outflows.
Top Net Buys: The top net buys included MEITUAN-W, XIAOMI-W, and TENCENT, with significant short selling activity reported for these stocks.
ETF Inflows: There was an acceleration in net inflows into ETFs investing in the Hong Kong market, totaling HK$444.26 billion, with Southbound Stock Connect ETFs seeing a net inflow of HK$1.9 billion.
Top Net Sells: The top net sells over the past two weeks included ZIJIN MINING, CHINA LIFE, and POP MART, indicating a trend of capital outflow from these stocks.
4.0
03-02aastocksCiti Raises MINTH GROUP-100 (00425.HK) Price Target to $56 Following Robust January NEV Sales in Europe
Citi Research Forecasts: Citi Research has slightly raised its revenue and net profit forecasts for MINTH GROUP-100 by 1-2% due to advancements in robotics, AI liquid cooling, and overseas EV components, increasing the target price from $46 to $56.
Strong NEV Sales: The company's NEV sales in Europe have remained robust, and the upcoming national standard for EV batteries, effective June 2026, is expected to benefit quality manufacturers like MINTH GROUP-100, boosting confidence in its revenue growth.
Buy Rating Maintained: Citi Research has maintained a "Buy" rating on MINTH GROUP-100, noting its projected 2026 PE ratio of 13x is significantly lower than that of SANHUA's H-shares, which is around 30x.
Upside Catalyst Watch: The broker has placed MINTH GROUP-100 on a 90-day upside catalyst watch, which is set to end on April 22.
5.0
02-25aastocksAGIBOT Enters German Market with Launch of Embodied Robot Product Line
AGIBOT's Market Entry: AGIBOT launched a series of general embodied robot products and industry solutions at a press conference in Munich, marking its entry into the German market.
Strategic Partnership: The company established a strategic cooperation agreement with MINTH GROUP, focusing on integrating technology and industry resources to enhance robotic technology deployment in Europe.
Money Flow
Over the past 66 trading days, overall net money flow is 213.53M, with retail investors contributing 1.39M and major investors adding 157.20M.
Net Buy $ Volume
Net Sell $ Volume
JP Morgan
JP Morgan
Overweight
maintain
$70 -> $60
2026-03-25
Reason
JP Morgan adjusted its earnings estimates for MINTH GROUP due to macroeconomic challenges, leading to a reduction in the target price from HKD70 to HKD60. Despite this, the Overweight rating was maintained, and MINTH was reaffirmed as a top pick in the Chinese auto parts sector.
JP Morgan
Overweight
Price Target
$70 -> $60
2026-03-25
maintain
JP Morgan adjusted its earnings estimates for MINTH GROUP due to macroeconomic challenges, leading to a reduction in the target price from HKD70 to HKD60. Despite this, the Overweight rating was maintained, and MINTH was reaffirmed as a top pick in the Chinese auto parts sector.
Daiwa
Daiwa
Buy -> Buy
downgrade
$52 -> $50
2026-03-25
Reason
The analyst rating was influenced by a slowdown in revenue growth from the traditional auto parts business, leading to a reduction in net profit forecasts for 2026-2027 by 12-14%. Despite this, the overall gross profit margin remained stable due to resilience in the plastic and metal decoration business, and the company generated significant free cash flow. The target price was lowered from $52 to $50, but the rating was maintained at Buy due to improved capital efficiency and increased dividend payout.
Daiwa
Buy -> Buy
Price Target
$52 -> $50
2026-03-25
downgrade
The analyst rating was influenced by a slowdown in revenue growth from the traditional auto parts business, leading to a reduction in net profit forecasts for 2026-2027 by 12-14%. Despite this, the overall gross profit margin remained stable due to resilience in the plastic and metal decoration business, and the company generated significant free cash flow. The target price was lowered from $52 to $50, but the rating was maintained at Buy due to improved capital efficiency and increased dividend payout.
CMBI
CMBI
Buy
maintain
$42 -> $44
2026-03-25
Reason
CMBI maintained a Buy rating for MINTH GROUP due to its strong order backlog and aggressive revenue targets, despite a revenue miss in its aluminum division caused by client sales volume issues and supplier bankruptcy. The company's effective cost control helped maintain net profit, and its significant overseas revenue and investments in robotics and liquid cooling are expected to drive future growth and enhance valuation.
CMBI
Buy
Price Target
$42 -> $44
2026-03-25
maintain
CMBI maintained a Buy rating for MINTH GROUP due to its strong order backlog and aggressive revenue targets, despite a revenue miss in its aluminum division caused by client sales volume issues and supplier bankruptcy. The company's effective cost control helped maintain net profit, and its significant overseas revenue and investments in robotics and liquid cooling are expected to drive future growth and enhance valuation.
Morgan Stanley
Morgan Stanley
Overweight
maintain
$50
2026-03-24
Reason
The analyst rating for MINTH GROUP is positive due to the company's strong outlook for earnings growth, with expectations of over 20% growth this year driven by improvements in their automotive parts business and contributions from new ventures like AI server liquid cooling and eVTOL.
Morgan Stanley
Overweight
Price Target
$50
2026-03-24
maintain
The analyst rating for MINTH GROUP is positive due to the company's strong outlook for earnings growth, with expectations of over 20% growth this year driven by improvements in their automotive parts business and contributions from new ventures like AI server liquid cooling and eVTOL.
UBS
UBS
Buy
downgrade
2026-03-24
Reason
UBS issued a report indicating that MINTH GROUP's revenue and net profit for 2025 showed significant growth, primarily driven by strong battery housing order deliveries. However, the broker has lowered its earnings forecasts for 2026-2027 by 11-12% and reduced the target price from $45.5 to $42.6, while maintaining a 'Buy' rating.
UBS
Buy
Price Target
2026-03-24
downgrade
UBS issued a report indicating that MINTH GROUP's revenue and net profit for 2025 showed significant growth, primarily driven by strong battery housing order deliveries. However, the broker has lowered its earnings forecasts for 2026-2027 by 11-12% and reduced the target price from $45.5 to $42.6, while maintaining a 'Buy' rating.
Daiwa
Daiwa
maintain
2026-03-13
Reason
The analyst rating is based on the recent sharp swings in the overall market due to the Mideast war and frequent policy changes by related leaders. Daiwa advised investors to avoid trading stocks affected by these tensions, such as shippers and airlines, and instead recommended buying undervalued stocks. This strategic shift is aimed at capitalizing on opportunities in a volatile market environment.
Daiwa
Price Target
2026-03-13
maintain
The analyst rating is based on the recent sharp swings in the overall market due to the Mideast war and frequent policy changes by related leaders. Daiwa advised investors to avoid trading stocks affected by these tensions, such as shippers and airlines, and instead recommended buying undervalued stocks. This strategic shift is aimed at capitalizing on opportunities in a volatile market environment.
Citi
Citi Research
Buy
maintain
$46 -> $56
2026-03-02
Reason
Citi Research maintained a "Buy" rating on MINTH GROUP-100 due to several positive factors. The firm noted the company's steady progress in robotics, AI liquid cooling, and overseas EV components, which led to a slight increase in revenue and net profit forecasts for 2024 and 2027 by 1-2%. Additionally, strong NEV sales in Europe and an upcoming updated national standard for EV batteries, effective from June 2026, are expected to benefit quality manufacturers like MINTH GROUP-100. This combination of factors enhances Citi Research's confidence in the company's revenue growth. Furthermore, MINTH GROUP-100 is trading at a projected 2026 PE ratio of 13x, which is significantly lower than the approximately 30x for SANHUA, making it an attractive investment opportunity.
Citi
Buy
Price Target
$46 -> $56
2026-03-02
maintain
Citi Research maintained a "Buy" rating on MINTH GROUP-100 due to several positive factors. The firm noted the company's steady progress in robotics, AI liquid cooling, and overseas EV components, which led to a slight increase in revenue and net profit forecasts for 2024 and 2027 by 1-2%. Additionally, strong NEV sales in Europe and an upcoming updated national standard for EV batteries, effective from June 2026, are expected to benefit quality manufacturers like MINTH GROUP-100. This combination of factors enhances Citi Research's confidence in the company's revenue growth. Furthermore, MINTH GROUP-100 is trading at a projected 2026 PE ratio of 13x, which is significantly lower than the approximately 30x for SANHUA, making it an attractive investment opportunity.
Morgan Stanley
Morgan Stanley
Overweight
maintain
$43 -> $50
2026-02-25
Reason
The analyst rating from Morgan Stanley for MINTH GROUP is based on several key factors:
1. Strong Year-to-Date Performance: MINTH GROUP's stock has risen by 35% year-to-date, significantly outperforming the Hang Seng Index's 4% increase, indicating strong market expectations for the company's future orders, particularly in its humanoid robot and liquid cooling businesses.
2. Global Production Advantage: The company has a competitive edge over other Chinese suppliers due to its established factories in the US, Canada, and Mexico, which enhances its global production capabilities.
3. Joint Venture Expansion: MINTH GROUP's announcement of a joint venture with LEADER HARMONIOUS in the US to expand humanoid robot module assemblies is seen as a strategic move to strengthen its position in the North American market.
4. Increased Growth Forecast: Morgan Stanley has raised its mid-term growth rate forecast for MINTH GROUP from 7% to 9%, driven by higher-than-expected revenue projections from its humanoid robots, liquid cooling, and electric vertical takeoff and landing aircraft businesses.
These factors collectively support Morgan Stanley's Overweight rating and the increase in the target price from HKD 43 to HKD 50.
Morgan Stanley
Overweight
Price Target
$43 -> $50
2026-02-25
maintain
The analyst rating from Morgan Stanley for MINTH GROUP is based on several key factors:
1. Strong Year-to-Date Performance: MINTH GROUP's stock has risen by 35% year-to-date, significantly outperforming the Hang Seng Index's 4% increase, indicating strong market expectations for the company's future orders, particularly in its humanoid robot and liquid cooling businesses.
2. Global Production Advantage: The company has a competitive edge over other Chinese suppliers due to its established factories in the US, Canada, and Mexico, which enhances its global production capabilities.
3. Joint Venture Expansion: MINTH GROUP's announcement of a joint venture with LEADER HARMONIOUS in the US to expand humanoid robot module assemblies is seen as a strategic move to strengthen its position in the North American market.
4. Increased Growth Forecast: Morgan Stanley has raised its mid-term growth rate forecast for MINTH GROUP from 7% to 9%, driven by higher-than-expected revenue projections from its humanoid robots, liquid cooling, and electric vertical takeoff and landing aircraft businesses.
These factors collectively support Morgan Stanley's Overweight rating and the increase in the target price from HKD 43 to HKD 50.
China Merchants Securities
CMS
Overweight
maintain
{"UBTECH ROBOTICS (09880.HK)": "$172", "DOBOT (02432.HK)": "$76", "HORIZONROBOT-W (09660.HK)": "$13.
2026-02-24
Reason
The analyst rating from the article is primarily based on the advancements showcased in robotics during the Spring Festival Gala, which highlighted significant improvements in motion control, balance control, dynamic response, and stability of robots. The report from China Merchants Securities (CMS) emphasized that this year marked a phase of intensive policy support for robotics, indicating a positive outlook for the sector. The increased complexity and coordination capabilities of the robots, as well as the potential for more practical service robots in the future, contributed to the "Overweight" ratings assigned to several companies in the robotics sector.
China Merchants Securities
Overweight
Price Target
{"UBTECH ROBOTICS (09880.HK)": "$172", "DOBOT (02432.HK)": "$76", "HORIZONROBOT-W (09660.HK)": "$13.
2026-02-24
maintain
The analyst rating from the article is primarily based on the advancements showcased in robotics during the Spring Festival Gala, which highlighted significant improvements in motion control, balance control, dynamic response, and stability of robots. The report from China Merchants Securities (CMS) emphasized that this year marked a phase of intensive policy support for robotics, indicating a positive outlook for the sector. The increased complexity and coordination capabilities of the robots, as well as the potential for more practical service robots in the future, contributed to the "Overweight" ratings assigned to several companies in the robotics sector.
Citi
Buy
maintain
$46
2026-02-11
Reason
The analyst rating for MINTH GROUP was reiterated as a "Buy" by Citi Research due to the formation of a joint venture with Aisin Corporation and Toyota Tsusho, aimed at expanding the production of aluminum car body frame parts. This strategic collaboration is expected to enhance MINTH GROUP's supply chain capabilities in the North American market, addressing the increasing demand for auto electrification and lightweight technology. The partnership is anticipated to significantly boost orders from Toyota and other Japanese automakers, with a potential order value forecasted between US$200-300 million. Despite the long vehicle development cycles of overseas automakers, the joint venture is seen as a positive long-term growth opportunity, leading to the target price of $46 and a projected 2026 PE ratio of approximately 15x.
Citi
Buy
Price Target
$46
2026-02-11
maintain
The analyst rating for MINTH GROUP was reiterated as a "Buy" by Citi Research due to the formation of a joint venture with Aisin Corporation and Toyota Tsusho, aimed at expanding the production of aluminum car body frame parts. This strategic collaboration is expected to enhance MINTH GROUP's supply chain capabilities in the North American market, addressing the increasing demand for auto electrification and lightweight technology. The partnership is anticipated to significantly boost orders from Toyota and other Japanese automakers, with a potential order value forecasted between US$200-300 million. Despite the long vehicle development cycles of overseas automakers, the joint venture is seen as a positive long-term growth opportunity, leading to the target price of $46 and a projected 2026 PE ratio of approximately 15x.
Valuation Metrics
Forward PE
5Y Average PE
10.62
Current PE
11.20
Overvalued PE
14.54
Undervalued PE
6.71
Forward EV/EBITDA
5Y Average EV/EBITDA
6.97
Current EV/EBITDA
7.53
Overvalued EV/EBITDA
9.01
Undervalued EV/EBITDA
4.93
Forward PS
5Y Average PS
1.10
Current PS
1.23
Overvalued PS
1.58
Undervalued PS
0.61
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