Core Viewpoint - Morgan Stanley has raised the profit forecasts for Sensata Technologies for 2026 and 2027 by 14% to 23%, reflecting stronger expectations for its battery box and traditional automotive parts business [1] Group 1: Financial Projections - The profit forecasts for 2026 and 2027 have been increased by 14% to 23% [1] - The target price has been raised from HKD 40 to HKD 70, indicating a significant upward revision in valuation [1] Group 2: Business Expansion and Product Development - The company has expanded into multiple emerging fields, launching products with high synergy with its existing automotive business, including AI liquid cooling, humanoid robots, and electric vertical takeoff and landing vehicles [1] - An upcoming inspection of the AI liquid cooling and robotics production lines is expected to act as a catalyst for the stock price [1] Group 3: Market Positioning - The shares are currently considered undervalued, and the company's entry into new markets is anticipated to drive a revaluation [1] - The stock is classified as a preferred choice in the mainland automotive parts industry and has been included in the positive catalyst watchlist [1]
大行评级丨摩根大通：上调敏实集团目标价至70港元 列入正面催化剂观察名单