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Investing.com - UBS initiated coverage on Arashi Vision Inc (SS:688775) with a Buy rating and a price target of RMB410.00.
The investment bank cited Arashi’s differentiated global expansion story with high growth visibility over the next 2-3 years, despite market concerns about growth sustainability and competition from DJI.
UBS noted that the global handheld smart imaging devices market, estimated to reach approximately US$7.8 billion in 2025, remains at an early stage in its adoption curve with only a 5% attach rate to 2024 smartphone shipments compared to 37% and 43% for smart personal audio and wearables, respectively.
The firm forecasts Arashi to achieve 40% sales CAGR and 44% EPS CAGR from 2025 to 2027 as the company strengthens its industry leadership by leveraging three key advantages.
UBS also believes the market has not fully priced in potential upside from Arashi’s entry into the camera drone market, with an official launch scheduled for January 2026.
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