UBS has revised its target price for Weichai Power's H-shares downward from HK$36.2 to HK$32.1, while retaining a Neutral rating. The company's stock has surged more than 60% year-to-date, significantly outperforming the Hang Seng Index, indicating a substantial revaluation since the last quarter of the previous year. Currently, the risk-reward profile appears balanced. Weichai's management has raised its shipment forecast for diesel standby engines for 2026. Additionally, investors are anticipating progress in the company's primary natural gas engine segment. However, UBS believes these positive factors are largely reflected in the projected 2026 price-to-earnings ratio of 17 times, which is at the higher end of the historical range and aligns with the bank's estimated 16% compound annual growth rate in profits from 2025 to 2030. UBS has adjusted its earnings forecasts for 2026 to 2028, with revisions ranging from a 2% decrease to a 1% increase.
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