HUBYDEI@EC2611A

Guoyuan Securities Maintains Buy Rating for BYD Electronics with a Target Price of HKD 35.21

BYD and Its Subsidiary See Profits Plunge in Q1 2026

BOCI lowers target price for BYD Electronics to HKD 37.1

CLSA Downgrades BYD Electronics Target Price and Profit Forecast

BYD Electronic's Q1 2026 Net Profit Down 95.53%

HSBC and Others Adjust Ratings and Target Prices for Multiple Companies

BYD Electronics to Hold Annual Shareholders' Meeting to Review 2025 Financial Statements

BYD Electronic's 2025 Annual Report Shows Stable Sales Growth but Profits Affected by Transition

BYD Electronic to Release FY2026 Q1 Earnings on April 28 During-Market (BJT)

Citi Downgrades CITRON Target Price and Rating

Citibank downgrades BYD Electronics rating to 'Sell'

BOA Downgrades BYD Electronics' Net Profit Forecast

BYD Electronic's 2025 Profits Down but Revenue Up

BYD Electronic's full-year gross margin at 5.99%

BYD Electronic's Annual Net Profit of 3.51 Billion Yuan Falls Short of Estimates

BYD Electronic released FY2025 earnings on March 27 During-Market (BJT), actual revenue HKD 196.16 B (forecast HKD 200.66 B), actual EPS HKD 1.7032 (forecast HKD 2.2805)

BYD Electronic released FY2025 9 Months Earnings on March 27 During-Market (BJT), actual revenue HKD 141.32 B, actual EPS HKD 1.2634

BYD Electronic released FY2025 Q4 earnings on March 27 During-Market (BJT), actual revenue HKD 54.97 B (forecast HKD 60.16 B), actual EPS HKD 0.4396 (forecast HKD 0.556)

BYD Electronic released FY2025 Q3 earnings on March 27 During-Market (BJT), actual revenue HKD 54.04 B, actual EPS HKD 0.4321

BYD Electronic to Release FY2025 Earnings on March 27 During-Market (BJT), Forecast Revenue HKD 205.36 B, EPS HKD 2.3438

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Guoyuan Securities (HK) has maintained a Buy rating on BYD Electronic (International) Co (BYDIF) with a price target of HK$35.21, while the shares closed at HK$27.10. Additionally, DBS's Jim Hin Kwong Au also issued a Buy rating on April 30. Conversely, Jefferies maintained a Hold rating on April 29.

- Guoyuan Securities (HK) has maintained a Buy rating on BYD Electronic (International) Co, setting a price target of HK$35.21 while the shares closed at HK$27.10 last Monday.  
- Additionally, DBS’s Jim Hin Kwong Au also issued a Buy recommendation on April 30.  
- However, Jefferies issued a Hold rating on BYD Electronic on April 29.

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BYD Electronic (International) Co (BYDIF) Receives a Buy from Guoyuan Securities (HK)

In a report released yesterday, from CLSA maintained a Buy rating on BYD Electronic (International) Co, with a price target of HK$29.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Moderate Buy analyst consensus rating for BYD Electronic (International) Co with a HK$32.52 average price target.

- CLSA has maintained a Buy rating on BYD Electronic (International) Co, setting a price target of HK$29.00.  
- The overall analyst consensus suggests a Moderate Buy rating with an average price target of HK$32.52.  
- This indicates a positive outlook for the stock among analysts.

CLSA Sticks to Its Buy Rating for BYD Electronic (International) Co (BYDIF)

BOCI has reduced the target price for BYD ELECTRONICfrom HKD38.7 to HKD37.1 due to FX volatility and memory cost pressures impacting short-term profits. The company's 1Q26 results showed a 4% YoY revenue increase and a 1.2 ppt QoQ gross margin improvement, but net profit fell 96% YoY. Despite challenges in the smart terminal market, BYD ELECTRONIC maintains its full-year 2026 earnings guidance, with a positive mid-term outlook driven by progress in its server business. Rating: Buy.

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BOCI Cuts BYD ELECTRONIC  TP to HKD37.1 on FX Volatility and Memory Cost Pressure Weighing on Short-term Profit

CLSA has downgraded BYD ELECTRONIC's target price from HKD33.3 to HKD29, maintaining an Outperform rating. The company reported a 1Q net profit of RMB28 million, impacted by exchange rate fluctuations. Management anticipates ongoing pressure in its smart terminal assembly business due to rising memory prices affecting Android smartphone shipments. Earnings forecasts for 2026 and 2027 have been cut by 29% and 13%, respectively, to RMB2.5 billion and RMB3.4 billion, citing lower expected gross margins. Mass production of new products is expected to begin in mid-2023 and in Q4.

CLSA Cuts BYD ELECTRONIC  TP to HKD29, Sees Near-term Headwinds

BYD ELECTRONIC-1.440 (-5.202%) Short selling $175.95M; Ratio 37.866% has announced its results for 1Q ended March 2026. Its turnover grew by 3.5% YoY to RMB38.183 billion, while net profit sank by 95.5% YoY to RMB27.83 million, with EPS of RMB1 cent.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-28 16:25.) AASTOCKS Financial News

BYD ELECTRONIC 1Q NP Sinks 95.5% to RMB27.83M

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Huachuang Securities has maintained a Buy rating on BYD Electronic (International) Co (BYDIF) with a price target of HK$40.50, while the stock closed at HK$28.10. The analyst consensus for BYDIF is Moderate Buy, with a price target of HK$35.01, indicating a potential upside of 24.59%. Additionally, DBS also reaffirmed a Buy rating with a target of HK$34.30.

- Huachuang Securities has maintained a Buy rating on BYD Electronic (International) Co, setting a price target of HK$40.50.  
- The company's shares closed at HK$28.10, with an analyst consensus of Moderate Buy and a price target consensus of HK$35.01, indicating a 24.59% upside.  
- Additionally, DBS also maintained a Buy rating on the stock with a price target of HK$34.30 in a report released on April 2.

Huachuang Securities Remains a Buy on BYD Electronic (International) Co (BYDIF)

Bank of China analyst has maintained a Buy rating on BYD Electronic (International) Co (BYDIF) with a price target of HK$38.70. Additionally, CMB International Securities also issued a Buy rating for the company. However, Citi maintained a Sell rating on BYDIF on March 30.

- Bank of China analyst maintained a Buy rating on BYD Electronic (International) Co and set a price target of HK$38.70.  
- CMB International Securities also issued a Buy rating on the company in a separate report.  
- In contrast, Citi maintained a Sell rating on BYD Electronic (International) Co on March 30.

BYD Electronic (International) Co (BYDIF) Receives a Buy from Bank of China

BYD Electronic (285.HK) has recently shown continued poor market performance, forming a "death cross" technical pattern on the daily chart, with short-selling pressure further increasing. Technical indicators show that the MACD has turned from positive to negative, accompanied by an increasing energy histogram, indicating a dominant short-term bearish pattern. As one of the representative stocks in the electronics industry, BYD Electronic is currently affected by both cyclical adjustments in the industry and a global demand slowdown. At the same time, policy support and forward-looking consumer trends have become key factors of interest for investors. From a market sentiment perspective, the continuous shrinkage of trading volume indicates a rising wait-and-see sentiment, with insufficient capital momentum leading to a weak pullback in stock prices. In the short term, it is necessary to observe whether the key support area on the weekly chart can be firmly held. Currently, if the support level is breached, BYD Electronic may further test the previous range low. Looking ahead, investors need to pay close attention to industry policy dynamics and corporate information disclosures. In addition, the global macro environment and capital flow trends in the technology sector will have a greater impact on it. Considering all factors, the market needs to remain vigilant about short-term fluctuations while also noting whether changes in capital patterns can shift towards a positive breakout. Based on the current situation, stockholding operations should be cautious, avoiding the continuous selling pressure caused by low-volume declines

Technical Forecast

Morning Trend | BYD ELECTRONIC (285.HK) Continues to Weaken, "Death Cross" Pattern Emerges

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The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.

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BYD (4Q25 Trans): 2026 overseas sales target 1.5mn+ units

The boat for long term investing of S-REITs have came back to port again. Buying at this level has little downside and would offer a larger margin of safety when mean reversion occurs.

LazyCat

Current LINK REIT stock return rate > 10%

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Meta has increased its investment in Texas data centers to $10 billion (a 6x increase) — making a big bet on AI infrastructure, which is an important reason for the decline in Meta's stock. Subsequent attention should be paid to changes in AI spending by tech stocks for effective investment risk assessment.

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SingTel

S-Reit can drop further if the Iran war does not settle. Long War, higher oil prices, higher inflation, RATE HIKE!!! Real Estate will suffer!

JoanneChe

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☕️ Daily Market Talk | Mar 27, 2026

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Great take on the results. Consumers are rather weak at the moment and that will also need sorting out before revenue shows. Unless AI revenue picks up substantially to take up the flak, I would not expect much from upcoming quarters.

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BYD 4Q25 First Take: Overall, Q4 results still missed expectations. Revenue beat, but the outperformance came mainly from the non-core BYD Electronics unit. As for the core auto biz: ① Q4 auto revenue was RMB 181.5bn, in line with the Street. However, ASPs continued to decline. ② Auto GPM and net profit per vehicle missed. The Street had expected at least a 200bps QoQ rebound in auto GPM to 22.5% on a cooler price war, Q4 scale benefits, and a stronger overseas mix. Net profit per vehicle was expected to recover to RMB 7.1k, still well below the ~RMB 9.0k run-rate in 2024. However, auto GPM and net profit per vehicle still fell short, with net profit per vehicle at only RMB 6.7k. Insufficient unit-cost declines and a sharp QoQ jump in selling expenses constrained margin expansion. Domestic auto sales remained under heavy pressure in Q4. $BYD(002594.SZ) $BYD COMPANY(01211.HK)

S reits are being punished for nothing. It is face equity like volatility and drawdown even though real estate is stable. Interest rate did not even move. I would say buy the dip!

The longer Trump or Iran delays any resolution, the longer the impact of the war will creep through the economy. Even with a ceasefire, it may be too late. 10 days is too long...

Another delay tactic or real peace talks? I believe the key is with the bond market. A big chunk of US debt is due this year and that needs to be refinanced. And that debt which was attained at record low rates will have to be priced at current rates. And those rates are going up and forcing the president’s hands. Similar to how he had to TACO last year April for similar reasons (obviously not stated on mainstream media), seems like the same this time. A middle ground needs to be reached ASAP and that is being reflected in the decisions made. If a peace accord is agreed, that will be the narrative the media will say lead to a market rally. However, when you look at technicals, there are complete 5 waves patterns all round and a bounce is already imminent! Stay safe!

Bond yields have increased due to rising inflation expectations, among other factors. Oil prices may remain elevated. Interest rates may stay higher for longer with fewer rate cuts. IMO can wait a while before buying S-REITs .

Energy, especially oil and gas, is still the strongest sector for the moment as long as the Iran war isn’t resolved.

HUBYDEI@EC2611A(29455.HK)

BYD Electronic (International) Co (BYDIF) Receives a Buy from Guoyuan Securities (HK)

CLSA Sticks to Its Buy Rating for BYD Electronic (International) Co (BYDIF)

BOCI Cuts BYD ELECTRONIC TP to HKD37.1 on FX Volatility and Memory Cost Pressure Weighing on Short-term Profit

CLSA Cuts BYD ELECTRONIC TP to HKD29, Sees Near-term Headwinds

BYD ELECTRONIC 1Q NP Sinks 95.5% to RMB27.83M