Citigroup has issued a research report reiterating its "Buy" rating on Weichai Power Co.,Ltd. (HKEX: 02338) and increasing its target price from HK$42 to HK$50.
The firm has revised its revenue forecasts for the company upwards by 1% to 4% for the years 2026 through 2028, now projecting revenues of RMB 261 billion, RMB 311 billion, and RMB 340 billion, respectively.
Concurrently, its net profit forecasts have been raised by 4%, 13%, and 56% for those years, reaching projections of RMB 16.5 billion, RMB 20.9 billion, and RMB 30.6 billion.
The report highlights a potential increase in orders from Weichai Power's overseas clientele.
It is anticipated that the company's AIDC (Artificial Intelligence Data Center) engine business will begin contributing to revenue starting from the end of the third quarter of this year, which is expected to further enhance the visibility of the company's profit growth.
Citigroup maintains its forecast for AIDC equipment deliveries in the fiscal years 2026 to 2028 at 4,000, 6,800, and 10,200 units, respectively.
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