Group 1 - The core strategy of the company is to focus on the high-profit EGO brand, which is expected to alleviate market concerns regarding long-term tariff impacts and competition [1] - Management anticipates that by the end of this year, production capacity in Vietnam will meet 60% of the product demand for exports to the United States [1] - The target price for the company has been raised from HKD 11 to HKD 25, reflecting significantly better-than-expected performance in the first half of the year [1] Group 2 - The company's rating has been upgraded to "outperform the market" following the positive adjustments in earnings forecasts [1] - Core earnings per share forecasts for 2025 to 2027 have been increased by 121.8%, 46.1%, and 34.2% respectively [1] - Revenue forecasts for the same period have been adjusted upward by 17.3%, 17.6%, and 17.8% respectively [1]
大行评级｜大和：上调泉峰控股目标价至25港元 评级升至“跑赢大市”