What kind of valuation can the Siasun Robot&Automation Sector currently grant?
Tianfeng believes that if we compare the Siasun Robot&Automation market to the previous Electric Vehicles market, during the early stage of industrial development when the penetration rate is below 5%, it is reasonable for related component companies to be assigned a valuation of 30-50 times. If risks emerge later, it may lead to a reduction in valuations.
Express News | MOBVISTA's stock surged over 7% after the earnings report, and Mintegral's revenue is expected to grow by 47.2% year-on-year in 2024.
VOBILE GROUP (03738.HK): Profit in 2024 exceeds expectations, accelerating the implementation of AI products.
Key points: VOBILE GROUP announced its performance for 2024: (1) In 2024, the company's total revenue will be 2.401 billion Hong Kong dollars, a year-on-year increase of 20.01%; the net income attributable to the parent company will be 0.143 billion Hong Kong dollars, turning losses into profits year-on-year; adjusted net profit 1.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Yidu Technology has received a net Buy of over 30 million Hong Kong dollars from southbound funds for two consecutive days, and will participate in the national key research and development programs.
According to the latest data from Wind, on March 25, southbound funds net bought 3.6771 million shares of Yidu Technology, accounting for 23.97% of that day's Volume.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
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