JPMorgan Cuts Target Price for Johnson Electric (00179) to HK$54, Maintains "Overweight" Rating

Stock News2025-11-13

Johnson Electric Holdings (00179) reported interim results in line with expectations for the period ending September. Revenue declined 1% year-on-year but rose 2% half-on-half to $1.8 billion, while net profit increased 3% year-on-year and remained flat sequentially at $133 million. This performance was driven by continued improvement in the Automotive Products Group (APG) segment and contributions from the Industrial Products Group (IPG). JPMorgan has lowered its target price from HK$67 to HK$54 but maintains an "Overweight" rating.

The report noted that the company provided minimal details on new business initiatives during its earnings briefing, consistent with its typical communication approach. With limited disclosure on the progress of AIDC and robotics orders, market sentiment toward the stock is expected to remain subdued. JPMorgan suggests that any concrete updates on these business pipelines could trigger a significant valuation reassessment.

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