Core Viewpoint - JPMorgan has released a report indicating that Minth Group (00425) is currently undervalued, with expectations that the company's entry into new markets will drive a revaluation of its stock price. The target price has been raised from HKD 40 to HKD 70, marking it as the highest in the market, and the stock is rated as "Overweight" [1] Financial Projections - JPMorgan has increased its earnings forecasts for Minth Group for 2026 and 2027 by 14% to 23%, reflecting stronger expectations for its battery box and traditional auto parts businesses [1] Market Expansion and Product Development - The company has expanded into several emerging fields, launching products that have a high degree of synergy with its existing automotive business, including AI liquid cooling, humanoid robots, and electric vertical takeoff and landing vehicles [1] Catalysts for Stock Price - An upcoming inspection event for the AI liquid cooling and robotics production lines is anticipated to serve as a near-term catalyst for the stock price [1]

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]