Core Viewpoint - Jianyin International has issued a report rating UBTECH as "Outperform" and raised the target price from HKD 115 to HKD 125, citing strong performance in the first half of the year with a 27.5% year-on-year revenue increase and significant cost reductions [1] Financial Performance - UBTECH's revenue for the first half of the year increased by 27.5% year-on-year [1] - The company has seen revenue growth in both educational and consumer robots [1] - The first half revenue typically accounts for only 35% of the annual total, indicating potential for significant improvement in the second half [1] Future Outlook - The company is expected to improve significantly in the second half of the year, with a break-even point anticipated [1] - The delivery of humanoid robots is set to expand in the second half, contributing to the expected performance improvement [1] - The report highlights the compelling narrative and scarcity of the investment opportunity in UBTECH [1]
大行评级｜建银国际：上调优必选目标价至125港元 预计下半年业绩将显著改善