Stock Track | Johnson Electric Plummets 17.38% Despite In-Line Results as JPMorgan Cuts Target Price

Stock Track2025-11-13

Johnson Electric Holdings (00179) saw its stock price plummet by 17.38% in intraday trading on Thursday, despite reporting interim results that were in line with expectations. The sharp decline comes as JPMorgan lowered its target price for the company from HK$67 to HK$54, while maintaining an "Overweight" rating.

According to the interim report, Johnson Electric's revenue for the period ending September declined 1% year-on-year but rose 2% half-on-half to $1.8 billion. Net profit increased 3% year-on-year and remained flat sequentially at $133 million. The company's performance was driven by continued improvement in the Automotive Products Group (APG) segment and contributions from the Industrial Products Group (IPG).

Despite the seemingly positive results, investors appeared to react negatively to the lack of detailed information on new business initiatives, particularly regarding AIDC and robotics orders. JPMorgan noted that the company provided minimal details during its earnings briefing, consistent with its typical communication approach. The investment bank suggested that market sentiment toward Johnson Electric's stock is likely to remain subdued until concrete updates on these business pipelines are provided, which could potentially trigger a significant valuation reassessment.

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