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Kone shares target upped as service growth offsets China challenges - Deutsche

EditorEmilio Ghigini
Published 10/01/2024, 06:10 PM
KCRA
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On Tuesday, Deutsche Bank updated its financial outlook for Kone OYJ (KNEBV:FH) (OTC: KNYJY) shares, raising the price target to €52.00 from €45.00, while keeping a Hold rating on the stock.

The revision follows Kone's recent Capital Markets Day held on Friday, where the company outlined strategies to achieve its medium-term targets by the end of 2027, including a 200 basis points improvement in its forecast.

Kone's plan focuses on increased digitization and sustained positive revenue growth across all business areas, with the exception of Chinese New Building Solutions (NBS). The company's presentation offered more detail on regional and segment revenue mix, which supports Kone's ability to expand its top-line revenues despite uncertainties in the Chinese new equipment market.

The analyst expressed increased confidence in Kone's service and modernization opportunities as the existing elevator base ages. In light of the information provided at the Capital Markets Day, Deutsche Bank adjusted its revenue forecasts for fiscal years 2025 and 2026 upwards by 1% to 3%, and adjusted EBIT forecasts by 3% and 8%, respectively.

The updated price target reflects the bank's enhanced confidence in Kone's growth prospects, despite the stock's recent performance, which has been buoyed by interest rate cuts and economic stimulus measures in China. Deutsche Bank's stance remains cautious with a Hold rating, indicating a neutral position on the stock's potential for the near term.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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