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Midday Update: HSI Ends at 26,789, Gaining 199 Points; HSTI Reaches 5,288, Up 17 Points; HAIDILAO Surges Over 5%; LI NING, SINOPHARM, CHINA RES MIXC, HENGAN INT'L, and MTR CORPORATION Achieve New Highs

5.0

2025-12-31aastocks

HENGAN INT'L CEO Boosts Ownership by 200,000 Shares; Total Shareholding Reaches 24.42%

8.5

2025-12-30aastocks

Hang Seng Indexes Company: HANG SENG BANK to Be Excluded from Several Indices Following Privatization

4.0

2025-12-04aastocks

Citi Raises HENGAN INT'L (01044.HK) Price Target to $27, Maintains Neutral Rating

4.5

2025-12-02aastocks

<Daily Summary> HSI Ends at 26,095, Gaining 61 Points; HSTI Finishes at 5,624, Losing 20 Points; MEITUAN Declines by More than 3%; HENGAN INT'L, MTR CORPORATION, CKH HOLDINGS, MIDEA GROUP, and CONANT OPTICAL Reach New Peaks; Market Turnover Increases

Money Flow

Over the past 66 trading days, overall net money flow is 25.38M, with retail investors contributing 14.09M and major investors adding 4.09M.

Net Buy $ Volume

Net Sell $ Volume

UBS

Buy

upgrade

2026-03-20

Reason

The analyst rating for HENGAN INT'L (01044.HK) was raised to "Buy" by UBS due to the company's strong performance in 2H25, where revenue grew by 3.9% YoY to RMB11 billion and net profit increased by 31% YoY to RMB1.1 billion, surpassing market expectations. Additionally, UBS noted the better-than-expected performance of high-end products, leading them to increase their earnings forecasts for 2026-2028 by 4-9% and raise the target price from $32.5 to $34.9. The valuation is based on a projected 2026 PE ratio of 14x, which is favorable compared to the current estimated PE ratio of 11x for 2026 and a forecasted dividend yield of 6%.

UBS

Buy

Price Target

2026-03-20

upgrade

The analyst rating for HENGAN INT'L (01044.HK) was raised to "Buy" by UBS due to the company's strong performance in 2H25, where revenue grew by 3.9% YoY to RMB11 billion and net profit increased by 31% YoY to RMB1.1 billion, surpassing market expectations. Additionally, UBS noted the better-than-expected performance of high-end products, leading them to increase their earnings forecasts for 2026-2028 by 4-9% and raise the target price from $32.5 to $34.9. The valuation is based on a projected 2026 PE ratio of 14x, which is favorable compared to the current estimated PE ratio of 11x for 2026 and a forecasted dividend yield of 6%.

Citi

Neutral

maintain

$27

2026-03-18

Reason

The analyst rating for Hengan International (01044.HK) is maintained at "Neutral" due to a 31% year-over-year increase in net profit for 2H25, which was in line with Citi's expectations. The revenue growth of 4% in the same period, driven by improved tissue and hygiene sales, also met forecasts. Although the broker slightly adjusted net profit forecasts for 2026 and 2027 upwards by about 1% and raised the target price from HKD27 to HKD28.2, the overall outlook remains neutral.

Citi

Neutral

Price Target

$27

2026-03-18

maintain

The analyst rating for Hengan International (01044.HK) is maintained at "Neutral" due to a 31% year-over-year increase in net profit for 2H25, which was in line with Citi's expectations. The revenue growth of 4% in the same period, driven by improved tissue and hygiene sales, also met forecasts. Although the broker slightly adjusted net profit forecasts for 2026 and 2027 upwards by about 1% and raised the target price from HKD27 to HKD28.2, the overall outlook remains neutral.

BofA Securities

Neutral

maintain

$30

2026-02-11

Reason

BofA Securities has issued a Neutral rating for HENGAN INT'L based on several positive indicators. The firm estimates that the company's 2H25 revenue will grow by 1% year-over-year to RMB10.9 billion, driven by continuous improvements across its three major business segments. Additionally, HENGAN INT'L's gross margin is expected to improve to 33.1% due to a better product mix and normalization of raw material costs in the tissue business. Furthermore, BofA predicts an 8% year-over-year increase in the company's core net profit to RMB1 billion. Despite these positive developments, the Neutral rating suggests that the analysts believe the stock is fairly valued at the elevated target price of HKD30, reflecting a cautious outlook.

BofA Securities

Neutral

Price Target

$30

2026-02-11

maintain

BofA Securities has issued a Neutral rating for HENGAN INT'L based on several positive indicators. The firm estimates that the company's 2H25 revenue will grow by 1% year-over-year to RMB10.9 billion, driven by continuous improvements across its three major business segments. Additionally, HENGAN INT'L's gross margin is expected to improve to 33.1% due to a better product mix and normalization of raw material costs in the tissue business. Furthermore, BofA predicts an 8% year-over-year increase in the company's core net profit to RMB1 billion. Despite these positive developments, the Neutral rating suggests that the analysts believe the stock is fairly valued at the elevated target price of HKD30, reflecting a cautious outlook.

Citi Research

Neutral

maintain

$27

2025-12-04

Reason

Citi Research raised its net profit forecasts for HENGAN INT'L for 2025-2027 by 12.1%, 18.8%, and 19.7% due to lowered SG&A/sales ratio assumptions. This adjustment reflects insights from a recent conference in China, where expectations were set for the company to recover from a low base in the second half of 2025, with a stable outlook for 2026. Consequently, Citi increased its target price from $23.1 to $27, maintaining a forward PE ratio of 11x. However, the broker kept the rating at Neutral, indicating that without significant structural improvements, HENGAN INT'L is viewed primarily as a yield-generating company with a yield of 5.4%.

Citi Research

Neutral

Price Target

$27

2025-12-04

maintain

Citi Research raised its net profit forecasts for HENGAN INT'L for 2025-2027 by 12.1%, 18.8%, and 19.7% due to lowered SG&A/sales ratio assumptions. This adjustment reflects insights from a recent conference in China, where expectations were set for the company to recover from a low base in the second half of 2025, with a stable outlook for 2026. Consequently, Citi increased its target price from $23.1 to $27, maintaining a forward PE ratio of 11x. However, the broker kept the rating at Neutral, indicating that without significant structural improvements, HENGAN INT'L is viewed primarily as a yield-generating company with a yield of 5.4%.

Valuation Metrics

Forward PE

5Y Average PE

11.27

Current PE

12.00

Overvalued PE

12.95

Undervalued PE

9.60

Forward EV/EBITDA

5Y Average EV/EBITDA

7.04

Current EV/EBITDA

7.25

Overvalued EV/EBITDA

8.41

Undervalued EV/EBITDA

5.66

Forward PS

5Y Average PS

1.41

Current PS

1.27

Overvalued PS

1.75

Undervalued PS

1.07

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