Core Viewpoint - Meitu Company (1357.HK) experienced a significant stock price increase of over 12% on July 31, reaching a peak of 12.26 HKD, with a total market capitalization exceeding 55 billion HKD. Year-to-date, Meitu's stock has surged over 320% [1] Financial Performance - Meitu recently issued a positive profit forecast, expecting a year-on-year adjusted net profit growth of approximately 65%-72% for the first half of 2025 [1] - The company's core business, "Image and Design Products," has shown rapid revenue growth in the first half of the year [1] Analyst Ratings and Price Targets - Multiple major banks have commented on the positive earnings warning, with Morgan Stanley raising its target price to 14.4 HKD, citing Meitu's ability to leverage AI applications for profitability through globalization and productivity strategies [1] - Citic Lyon has also increased its target price to 14.1 HKD, anticipating continued high growth in annual performance for Meitu [1] - UBS highlighted that revenue contributions from overseas markets and productivity tools are key factors for Meitu's valuation reassessment [1] Shareholding Activity - According to the Hong Kong Stock Exchange, Morgan Stanley increased its holdings in Meitu by acquiring 1.5665 million ordinary shares at an average price of 10.9941 HKD per share, raising its stake from 4.97% to 5.01% [1]
美图公司大涨12%，总市值突破550亿