SDMC

Shenzhen SDMC Technology (901.HK) staged a low-open rally in the morning session, hitting a daily low of HK$61.55 at BJ 09:30 before surging to a daily high of HK$65.95 by 09:35, up 7.67% from the previous close of HK$61.25, with a turnover of only HK$12,780. The rebound followed the company's annual general meeting where shareholders passed resolutions, contrasting with yesterday's 5% drop. The move is underpinned by robust earnings—Q4 2025 revenue grew 25.51% YoY to HK$1.018 billion, net profit rose 65.67% YoY to HK$75.62 million, and ROE stood at 21.47%. At HK$65.95, the stock remains 21.49% below its 52-week high of HK$84, yet trades above MA20 (HK$62.00) and MA60 (HK$62.83), with a YTD gain of 7.76%. However, the PE of 52.2x and PB of 9.85x suggest elevated valuation, while extremely thin volume underscores limited liquidity.

Shenzhen SDMC Technology fell sharply today, closing down 5.1% at HK$62.00, primarily due to profit-taking after recent gains and a lack of fresh catalysts during the session. The stock opened at HK$66.40 in the morning session and declined steadily, then accelerated losses in the afternoon to hit an intraday low of HK$62.00. Despite the company's solid Q4 2025 results—revenue up 25.51% YoY to HK$1.018 billion, net profit surging 65.67% YoY to HK$75.6 million, and EPS of HK$0.3973—the stock remains 26% below its 52-week high of HK$84.00, slightly under its 60-day moving average of HK$62.78, and has gained only 1.31% YTD, suggesting market caution on valuation. However, a brief intraday spike indicated some investors still see potential in its AI home ecosystem strategy.

Shenzhen SDMC Technology (901.HK) staged a sharp rebound from an intraday low of HK$59.1 to close up 5.26% at HK$63.05, driven by Q4 earnings report showing both revenue and net profit growing over 25% YoY and operating profit surging 128.63% YoY. The stock remains 24.94% below its 52-week high of HK$84.0 but has reclaimed both the 20-day (HK$61.62) and 60-day (HK$62.667) moving averages, with a modest YTD gain of 3.02%. Despite the strong earnings catalyst, the session saw a brief 5% decline, suggesting lingering selling pressure from short-term traders.

SDMC Technology gapped down and fell in the morning session, closing 1.69% lower at HK$60.95, driven by a report that 'Huaxida fell 5%' triggering selling pressure. The stock bottomed at HK$58.60 before recovering slightly, now 27.4% below its 52-week high of HK$84 but 17.2% above the 52-week low of HK$52. On fundamentals, Q4 2025 net profit rose 65.7% YoY to HK$75.6 million, revenue grew 25.5% YoY to HK$1.018 billion, and EPS of HK$0.3973 was up 66.7% YoY. However, the price remains below both the 20-day MA (HK$62.66) and 60-day MA (HK$62.80), indicating weak near-term momentum. The company's annual general meeting passed resolutions, which may provide support going forward.

Shenzhen SDMC Technology (901.HK) staged a low-open high-rise in the morning session, surging from a low of HKD 59.00 to close at HKD 60.95, up 6.46%, primarily driven by market expectations for new orders in its digital video and network communication equipment segments. The stock rebounded 17.21% from its 52-week low of HKD 52.00 but still trades below its 20-day MA of HKD 62.987 and 60-day MA of HKD 62.825, with a 27.44% decline from the 52-week high of HKD 84.00. With a PE of 48.24x and PB of 9.10x, the company's total market cap stands at approximately HKD 12.77 billion, supported by 692 employees. However, today's trading volume was extremely thin at only 900 shares, with a turnover of just HKD 53,395, suggesting limited momentum, and the stock has previously experienced intraday drops of 5-6% in recent sessions.