Group 1 - The core viewpoint of the article highlights that 极智嘉-W (02590) has seen a stock price increase of over 5%, currently trading at 22.52 HKD, with a trading volume of 21.97 million HKD [1] - The company has been included in the Hang Seng Composite Index as announced by the Hang Seng Index Company during its third-quarter review [1] - 大和 (Daiwa) noted that the company secured a significant order exceeding 300 million RMB from a large South Korean e-commerce platform, and anticipates a forthcoming order worth 30 million USD from a major U.S. retailer related to a non-U.S. overseas warehouse project [1] Group 2 - Management expressed confidence in maintaining high revenue growth through 2026, supported by a strong order backlog [1] - Despite implementing price increases in the first half of the year, U.S. orders have been growing rapidly, now accounting for over 30% of total orders, which is expected to enhance gross margins in 2026 [1] - 大和 reiterated a "buy" rating for 极智嘉-W, maintaining a target price of 38 HKD, suggesting that recent stock price fluctuations are due to profit-taking rather than a deterioration in fundamentals, presenting an attractive risk-reward opportunity for investors [1]
港股异动 | 极智嘉-W(02590)涨超5% 公司将被纳入恒生综合指数 预期与一间美国大型零售商订单即将落实