Core Viewpoint - The stock of Geekplus Technology (02590) has risen over 5%, currently trading at HKD 22.52, following its inclusion in the Hang Seng Composite Index as announced by the Hang Seng Index Company last Friday [1] Group 1: Company Performance - Geekplus has secured a significant order exceeding RMB 300 million from a major South Korean e-commerce platform [1] - The management anticipates finalizing an order with a large U.S. retailer, involving a USD 30 million overseas warehouse project [1] - The management expresses confidence in maintaining high revenue growth through 2026 based on current order reserves [1] Group 2: Market Insights - Year-to-date order volume remains strong, with U.S. orders growing at the fastest rate, now accounting for over 30% of total orders [1] - The anticipated increase in sales contribution from the U.S. market is expected to support the gross margin in 2026 [1] - The stock's recent price fluctuations are attributed to profit-taking rather than a deterioration in fundamentals, presenting an attractive risk-reward opportunity for investors [1] Group 3: Analyst Ratings - Daiwa has reiterated a "Buy" rating for Geekplus, maintaining a target price of HKD 38, viewing it as a top choice in the global logistics AI sector [1]
极智嘉-W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