CICC: First to Grant Tianjin Port Livies Machine Tool China (01651.HK) "Outperform" Rating with Target Price of 38.6 Hong Kong Dollars

According to the Wise Financial APP, Zhongjin released a research report stating that it is expected that the EPS of Jinsong Machine Tools China (01651.HK) for FY2026/2027 will be 2.6/3.1 yuan respectively, with a CAGR of 22%. The company is given a target price of 38.6 Hong Kong dollars, corresponding to a P/E ratio of 13x for FY2026, and the current price corresponds to a P/E ratio of 11/10x for FY2026/2027, with a potential increase of 17.1%. The company is a leading enterprise in the high-end CNC machine tool industry with outstanding intrinsic competitiveness. It is given a "outperform the industry" rating for the first time. The market has not yet fully recognized the incremental potential of liquid cooling and robotics, but the company is optimistic about the opportunities they bring.