Minth Group (SEHK:425) Valuation Check After New North American Joint Ventures In Autos And Humanoid Robotics

Simply Wall St.02-18

Minth Group (SEHK:425) has drawn fresh attention after announcing two North American joint ventures: one focused on aluminum body frame parts in Canada and another on humanoid robot joint modules in ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2612404014?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4012000-choice2-main-header/1585186808051","is_english":true,"pubTime":"2026-02-18 23:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612404014","market":"us","top_or_hot":-1,"title":"Minth Group (SEHK:425) Valuation Check After New North American Joint Ventures In Autos And Humanoid Robotics","media":"Simply Wall St.","content":"<div>\n<p>Minth Group (SEHK:425) has drawn fresh attention after announcing two North American joint ventures: one focused on aluminum body frame parts in Canada and another on humanoid robot joint modules in ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/automobiles/hkg-425/minth-group-shares/news/minth-group-sehk425-valuation-check-after-new-north-american\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Minth Group (SEHK:425) Valuation Check After New North American Joint Ventures In Autos And Humanoid Robotics</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMinth Group (SEHK:425) Valuation Check After New North American Joint Ventures In Autos And Humanoid Robotics\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/automobiles/hkg-425/minth-group-shares/news/minth-group-sehk425-valuation-check-after-new-north-american><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Minth Group (SEHK:425) has drawn fresh attention after announcing two North American joint ventures: one focused on aluminum body frame parts in Canada and another on humanoid robot joint modules in ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/automobiles/hkg-425/minth-group-shares/news/minth-group-sehk425-valuation-check-after-new-north-american\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4185","symbol_name":"保健护理机构","start_time":0,"source_url":"https://simplywall.st/stocks/hk/automobiles/hkg-425/minth-group-shares/news/minth-group-sehk425-valuation-check-after-new-north-american","article_id":"2612404014","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4012000-choice2-main-header/1585186808051"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/automobiles/hkg-425/minth-group-shares/news/minth-group-sehk425-valuation-check-after-new-north-american","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612404014","pubTimestamp":1771428688,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Minth Group (SEHK:425) has drawn fresh attention after announcing two North American joint ventures: one focused on aluminum body frame parts in Canada and another on humanoid robot joint modules in the United States.\nSee our latest analysis for Minth Group.\nThe recent North American joint venture announcements align with strong momentum in the stock, with a 36.28% 1-month share price return and a very large 1-year total shareholder return, suggesting investors are reassessing Minth Group's...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4185":"保健护理机构","JYNT":"The Joint Corp.","BK4107":"财产与意外伤害保险","00425":"敏实集团","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","AFG":"美国金融集团有限公司","BK4117":"多元化保险","BK1589":"北水核心资产","BK1144":"机动车零配件与设备","BK1509":"特斯拉概念股"},"translate_title":"敏实集团（SEHK：425）在北美成立汽车和人形机器人合资企业后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"00425":0.9,"JYNT":1.5,"AFG":1.5},"content_text":"Minth Group (SEHK:425) has drawn fresh attention after announcing two North American joint ventures: one focused on aluminum body frame parts in Canada and another on humanoid robot joint modules in the United States. See our latest analysis for Minth Group. The recent North American joint venture announcements align with strong momentum in the stock, with a 36.28% 1-month share price return and a very large 1-year total shareholder return, suggesting investors are reassessing Minth Group's growth and risk profile. If this activity has you looking beyond a single auto parts name, it could be a good moment to scan other automation and robotics opportunities through our list of 33 robotics and automation stocks. With Minth Group trading around HK$43.80, sitting only slightly below a HK$44.29 analyst target yet carrying an indicated intrinsic discount of about 59%, investors now face the key question: is there still a buying opportunity here, or is future growth already priced in? AdvertisementPrice-to-Earnings of 17.9x: Is it justified? On a P/E of 17.9x, Minth Group screens cheaper than many auto components peers and the wider Asian Auto Components industry, even after the recent share price strength to HK$43.80. The P/E ratio links what you pay today to the company’s earnings, so it is a quick way to see how the market is valuing each dollar of profit. For a business that designs and manufactures auto body parts and related equipment across multiple countries, earnings power and consistency matter a lot when you compare it to similar suppliers. Here, Minth Group’s 17.9x P/E comes in below both the Asian Auto Components industry average of 21.6x and a peer average of 23.9x. At the same time, it sits above an estimated fair P/E of 14.6x suggested by the SWS model, a level the market could move towards if sentiment or growth expectations cool. Explore the SWS fair ratio for Minth Group Result: Price-to-Earnings of 17.9x (UNDERVALUED) However, there is always a chance that sentiment cools if execution on the new North American ventures disappoints or if auto demand softens in key regions. Find out about the key risks to this Minth Group narrative. Another View: Cash Flows Paint A Different Picture While the 17.9x P/E hints at reasonable pricing versus peers, our DCF model is more generous, putting fair value at around HK$107.31 per share compared to today’s HK$43.80. That gap suggests the market could be heavily discounting Minth Group’s future cash flows, so what might it be worried about? Look into how the SWS DCF model arrives at its fair value. 425 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Minth Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 225 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps If this mix of upside signals and unanswered questions leaves you undecided, act while the data is fresh and weigh the trade off yourself with 3 key rewards. Ready for more investment ideas? If Minth Group has sharpened your interest, do not stop here. Put that curiosity to work and let a focused stock screener surface your next opportunity.  Spot potential value gaps by scanning our list of 225 high quality undervalued stocks that may be trading below what their fundamentals suggest. Strengthen your income toolkit by reviewing 438 dividend fortresses that could appeal if you prioritize consistent cash payouts. Prioritize resilience by checking out 326 resilient stocks with low risk scores that score well on our risk framework and may help steady your portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612404014","isCrawlerRequest":true}