Movement Alert|Precision Tsugami China Rises 5.31% in Regular Trading, Lot Size Reduction Takes Effect Today Coupled with AI Demand Catalyst

Market Focus07-21

On July 21, Precision Tsugami China rose 5.31% in regular trading, trading at 55.8 HKD/share, with turnover of approximately 25.12 million HKD.

On the news front, the company's board lot size was officially reduced from 1,000 shares to 500 shares, effective today at 9:00 a.m., lowering the investment threshold and expected to enhance trading liquidity. Additionally, AI liquid cooling quick-disconnect connector demand remains robust, with management indicating that FY2027 orders are expected to double, primarily driven by Nvidia GB300-related deployments.

On the fundamentals side, the company reported record full-year results for the year ended March 31, with revenue of approximately 5.184 billion yuan, up 21.6% year-over-year, and net profit reaching 1.094 billion yuan, up 39.9% year-over-year. Daiwa initiated coverage with a Buy rating and a target price of 77 HKD, noting that a 20x P/E premium is justified given the company's transformation from a traditional machine tool supplier to a beneficiary of emerging precision manufacturing demand in AI liquid cooling, humanoid robotics, and foldable smartphones.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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