2025-09-15 Stock Market Briefing – Popular Research Reports

Popular individual-stock research reports: 688578 Akeso, 600089 TBEA, 603087 Ganli Pharma, 002925 Yingqu Tech, 000555 China Information Technology, 688358 Xiangsheng Medical, 300761 Lihua Co., Ltd., 300567 Jingce Electronics, 688469 CoreLink Integrated Circuits, 603711 Xiangpiaopiao. Akeso (688578): 1 research report. Summary of ratings: 1 'Buy' rating, 1 'Hold' rating. Report summary: Akeso’s furmonertinib is undergoing registration-stage clinical trials or has entered marketing authorization applications for multiple indications both domestically and overseas—demonstrating the company’s robust R&D capabilities. The report maintains an “Outperform the Market” rating, forecasting EPS of RMB 4.29 and RMB 4.88 for 2025 and 2026 respectively; it raises the 2025 P/E multiple to 30x, setting a target price of RMB 128.60—a 26% upside from current levels. Smooth progress in its second overseas clinical trial further validates furmonertinib’s global potential, and the report expresses optimism regarding its future clinical development and commercial performance. TBEA (600089): 1 research report. Summary of ratings: 1 'Buy' rating, 1 'Hold' rating. Report summary: In H1 2025, TBEA achieved revenue of RMB 48.401 billion, up 1.17% year-on-year, and net profit attributable to shareholders of RMB 3.184 billion, up 4.93% YoY—though net profit excluding non-recurring items stood at RMB 2.787 billion, down 5.37% YoY. Net profit margin in Q2 2025 was 6.33%, up 2.04 percentage points YoY. As a leader in power transmission & transformation and energy sectors, TBEA stands to benefit from increased grid investment, supporting sustained earnings growth. Forecast revenue for 2025 and 2026 is RMB 102.057 billion and RMB 108.965 billion respectively; forecast net profits are RMB 6.101 billion and RMB 7.103 billion, corresponding to P/E multiples of 12.50x and 10.73x respectively. The report maintains a “Recommended” rating. Popular industry research reports: 301522 Shangda Co., Ltd., 600276 Hengrui Medicine, 688658 Yuokang Pharma, 688041 Hygon Information, 300476 Shenghong Tech, 002463 Wusix Tech, 600036 China Merchants Bank, 603301 Zende Medical, 603228 Jingwang Electronics, 600256 Guanghui Energy.

Afraid of AI stocks trading at high valuations? It’s time to look at Sherwin-Williams—the 'Apple' of the paint industry on U.S. markets (Ticker: SHW)

Among Nasdaq-100 constituents, Sherwin-Williams Company (ticker: SHW), one of the world’s largest paint manufacturers, commands exceptional market dominance. This giant—long ranked alongside PPG Industries as one of the two global leaders in the coatings industry—derives over 90% of its total revenue from architectural and industrial coatings. Its industrial coatings are used, for instance, to achieve the fine matte or metallic finishes on smartphone casings, and its Valspar automotive touch-up paints are widely applied across the auto repair sector. Sherwin-Williams employs a business model combining company-owned retail stores with full vertical integration across the value chain. In the U.S. alone, it operates over 4,900 proprietary stores—creating formidable industry barriers. Analogous to Apple’s retail stores, this direct-to-consumer channel enables real-time demand sensing and allows premium pricing that locks in high gross margins. The company consistently maintains gross margins between 45% and 49%, significantly above the industry average of 30%–40%. Its competitive moat stems primarily from decades of brand equity accumulation and a comprehensive, highly responsive proprietary logistics network—capable of delivering products to construction sites within two hours. Founded 150 years ago, this enduring enterprise went public in 1964 and is renowned on U.S. markets as a ‘Dividend Aristocrat.’

Melius initiates coverage of Sherwin-Williams stock at USD 367.00

Oct 9, 2026

Melius Research initiated coverage of Sherwin-Williams with a Hold rating and $367 price target, citing Q2 revenue of $6.79 billion and EPS of $3.70 ahead of upcoming Q3 results.

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