值得注意的是，敏实集团此前发布的中期业绩显示，集团上半年取得营业额110.9亿元人民币，同比增加13.78%；股东应占溢利10.68亿元，同比增加20.39%。另外，公司宣布，决定动用股份购回授权，根据市况不定时于公开市场购回股份，拟使用资金最多5亿港元。大和表示，敏实管理层在公布上半年业绩后调整了其经营策略及市场展望，该行认为公司估值是被严重低估。Minth Group (00425) rose nearly 6% in the afternoon, as of the time of publication, up 5.45% to 14.7 Hong Kong dollars, with a turnover of 0.111 billion Hong Kong dollars.
According to the financial news app Zhītōng Cáijīng, Minth Group (00425) rose nearly 6% in the afternoon, as of the time of publication, up 5.45% to 14.7 Hong Kong dollars, with a turnover of 0.111 billion Hong Kong dollars.
On the news front, the U.S. general election has concluded. Fangzheng Securities pointed out that based on Trump's historical tariff policy towards China, we believe that the form of imposing tariffs on automotive products will mainly be achieved through the 301 tariffs. The bank noted that companies with production capacity in North America are expected to withstand the impact of tariffs. It is reported that Minth Group currently owns manufacturing bases in Michigan and Tennessee, USA.
It is worth noting that Minth Group's mid-term performance report released earlier showed that the group achieved revenue of 11.09 billion yuan in the first half of the year, a year-on-year increase of 13.78%; shareholders' net profit was 1.068 billion yuan, a year-on-year increase of 20.39%. In addition, the company announced that it has decided to utilize the share repurchase authorization, repurchasing shares on the open market from time to time based on market conditions, with a maximum planned funding of 0.5 billion Hong Kong dollars. Daiwa Securities stated that Minth's management adjusted its operating strategy and market outlook after announcing its first-half performance, and the bank believes that the company's valuation is severely undervalued.
