Dongfeng Motor stock rating upgraded by JPMorgan on restructuring plan

Published 25/08/2025, 08:18
Dongfeng Motor stock rating upgraded by JPMorgan on restructuring plan

Investing.com - JPMorgan has upgraded Dongfeng Motor (HK:0489) (OTC:DNFGY) stock rating from Underweight to Overweight and significantly raised its price target to HK$11.00 from HK$3.90.

The upgrade follows Dongfeng Motor’s announcement of a corporate restructuring plan after a two-week trading suspension, revealed after market close on Friday, August 22. The company plans to delist from the Hong Kong Stock Exchange while spinning off its Voyah brand electric vehicle business for a separate HKSE listing.

JPMorgan views the proposed transaction as an attempt by the Chinese government and Dongfeng management to unlock the company’s hidden value. The firm notes that Dongfeng has consistently traded at a significant discount to book value, currently around 0.25x price-to-book ratio.

The research firm highlighted that Dongfeng’s cash and equivalents, totaling Rmb87.2 billion as of the first half of 2025, are nearly twice as large as its market capitalization, indicating potential undervaluation.

JPMorgan stated its previous cautious stance on Dongfeng was due to the company’s inefficient capital management leading to low return on equity, particularly in recent years, but expressed encouragement about the restructuring announcement.

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