Guosen Securities: Maintains TCL Electronics (01070.HK) "Outperform" rating, driven by globalization and mid-to-high-end upgrades to boost profit growth.

According to the Securities Times app, Guotong Securities released a research report stating that it maintains a "outperform" rating on TCL Electronics (01070.HK). Considering the company's improved operations, combined with factors such as the refund of US tariffs and Sony's contribution to consolidated income in 2027, the firm has raised its profit forecast. It is expected that the company's net profit attributable to shareholders will increase by +27%/+22%/+20% year-on-year from 2026 to 2028 to 3.16/3.84/4.62 billion Hong Kong dollars, corresponding to EPS of 1.25/1.52/1.83 Hong Kong dollars, and corresponding PE ratios of 12/10/8 times.