Hong Kong Stocks Movement | YUE YUEN IND (00551) Rises Nearly 3% as Premium Order Mix Continues to Boost Average Selling Price in Q3; OEM Gross Margin Exceeds Market Expectations

Stock News11-20

YUE YUEN IND (00551) rose nearly 3%, reaching HK$15.99 by the time of writing, with a trading volume of HK$28.70 million.

A research report from TF Securities noted that despite seasonal weakness, the company's manufacturing business demonstrated operational resilience in Q3 2025, with profitability improving quarter-over-quarter. Global consumer demand remained stable, with U.S. back-to-school sales exceeding expectations. However, new tariff policies and geopolitical uncertainties continued to pose challenges.

Despite tariff-related headwinds, YUE YUEN IND's premium order mix drove higher average selling prices, partially offsetting the negative impact of lower shipment volumes on footwear revenue. The firm expects Q4 FOB (Free On Board) revenue to maintain positive growth.

UBS reported that YUE YUEN IND's Q3 OEM revenue and net profit reached US$1.434 billion and US$109 million, respectively, surpassing expectations by 62%, primarily due to better-than-expected gross margins. Using a discounted cash flow (DCF) model, UBS raised the target price from HK$16 to HK$18, lifting 2025–2027 net profit forecasts by 5%–6% to reflect stronger OEM margins.

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