UBS Raises YUE YUEN IND (00551) Target Price to HK$18, Bullish on Q4 Retail Sales Trend

Stock News11-18

UBS released a research report stating that YUE YUEN IND (00551) reported Q3 revenue and net profit of $1.957 billion and $108 million, down 5% and 27% YoY, respectively. Retail business revenue rose 6% YoY to RMB 3.743 billion, with a net loss of RMB 17 million.

OEM revenue and net profit reached $1.434 billion and $109 million, surpassing the bank's expectations by 62%, primarily due to higher-than-expected gross margins.

Using a discounted cash flow (DCF) model, UBS raised YUE YUEN's target price from HK$16 to HK$18, reflecting a 5–6% upward revision in its 2025–2027 net profit forecasts to account for better-than-expected OEM margin performance. The bank maintains a "Buy" rating.

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