Core Viewpoint - UBS has upgraded its outlook on Minhua Holdings, citing that the negative factors affecting the company's stock price have already been reflected, and there is potential for growth due to expected demand increase in the U.S. as interest rates decline [1] Group 1: Stock Performance - Minhua Holdings' stock rose over 3%, currently trading at 4.71 HKD with a transaction volume of 30.6354 million HKD [1] Group 2: Analyst Insights - UBS's report indicates that the ongoing weakness in the domestic real estate market has been fully reflected in Minhua Holdings' stock price [1] - The firm has raised its earnings per share forecasts for Minhua Holdings for the fiscal years 2026 to 2028 by 12%, 9%, and 11% respectively [1] - Despite uncertainties from tariffs, there may be opportunities for market share growth, leading UBS to adopt a more positive outlook on the company [1] Group 3: Market Conditions - The report suggests that even if a turning point in the Chinese market takes longer to materialize, the ongoing weakness in the domestic housing market is not expected to lead to a downward revaluation of the company's stock [1] - The anticipated interest rate cuts in the U.S. are expected to provide upward momentum for both the fundamentals and valuation of Minhua Holdings [1]
港股异动 | 敏华控股(01999)涨超3% 机构称随着美国降息将会为公司带来基本面及估值上行空间