Citi has initiated a 30-day positive catalyst watch for CHERVON (02285) and has upgraded its rating from 'Sell' to 'Buy'. The firm has also raised its earnings per share (EPS) forecasts for CHERVON for the years 2026 to 2028 by 5% to 14%. Following these forecast upgrades and a shift in the valuation base year to 2027, Citi has increased its price target for the stock from HK$17.5 to HK$24.
The bank anticipates several potential catalysts, including double-digit growth in both revenue and core profit for the first half of 2026. Additionally, it expects management to provide an optimistic outlook for the second half of 2026 during the upcoming earnings conference call. Citi projects that CHERVON will achieve a compound annual growth rate (CAGR) of 20% in EPS over the three-year period from 2026 to 2028.
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