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MNMNTHF

Minth Group Limited

$MNTHF·$3.7B·Auto - Parts·Consumer Cyclical
$3.450.0%1Y-21.9%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 0 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts0
Price updated 1h ago·X counts updated 4h ago
MNMNTHF
$MNTHFMinth Group Limited
$3.450.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MNTHF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Chinese auto-parts maker with three straight beats + revenue +20% growth + 10.5x PE + 9.4% FCF yield; FY27 EPS +17% growth.

Minth Group is a $3.75B Chinese-based automotive parts maker (exterior trim + structural body parts + intelligent components) at $3.45 — sitting at 20% of 52w range.

  • Q2 EPS $0.180 vs $0.177 (+1.7% beat), Q1 $0.176 vs $0.172 (+2.4%), Q4 2025 $0.156 vs $0.149 (+4.2%) — three consecutive modest beats.
  • Q4 2025 revenue $13.23B (+22.7% YoY), Q2 $13.23B (+19.3%) — real double-digit revenue growth.
  • Cash economics: PE 10.5 (attractive), PS 1.12, ROIC 7.2%, ROE 12.0%, gross margin 28%, op-margin 11.1%, D/E 0.32, EV/EBITDA 8.46 (attractive), FCF yield 9.4%.
  • Analyst path FY26 EPS $2.71 → FY27 $3.18 (+17.2% growth).
  • Sentiment feed is empty.

Read as a Chinese auto-parts maker with three straight modest beats + revenue +20% growth + FY27 EPS +17% growth + attractive 10.5x PE + 9.4% FCF yield; the debated question is whether Q3 confirms the revenue-growth pace or whether Chinese auto-parts cyclical softens.

What to watch: Q3 Chinese auto-parts demand, EV-parts intelligent components mix on the Mar 23 2027 print.

On the calendar: 2027-03-23 next earnings

Read the AI verdict + X sentiment for $MNTHF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese auto parts supplier manufacturing decorative trim, door frames, and structural body components for major OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $MNTHF.

Auto - Parts · Consumer Cyclical

Tariff pass-through risk on imported components is compressing parts supplier margins; OEM production cuts reduce volume leverage further. EV-aligned suppliers (power electronics, battery management) are the only pocket of structural growth.

What this means for $MNTHF

Partial — upstream oil & gas exposure ties to commodity price cycle; Minth Group Limited, an investment holding company establish.

Industry benchmark

11-name peer basket
+9.4%YTD
+8.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$0.18$0.18+1.7%
Q4 2025Mar 23, 2026$0.18$0.17+2.4%
Q2 2025Aug 27, 2025$0.16$0.15+4.2%
Q4 2024Mar 24, 2025$0.15$0.13+14.8%
Next earningsTue, Mar 23·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.2B+19.3%28.6%11.8%$1.22—
Q4 FY25$13.2B+22.7%27.8%10.4%$1.19$1.5B
Q2 FY25$1.7B-82.8%28.3%11.8%$0.15$667.4M
Q4 FY24$12.1B+19.9%29.3%14.4%$1.09$699.2M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$30.8B$29.6B – $33.0B$2.71$2.47 – $3.0621
FY27$35.3B$32.0B – $39.6B$3.18$2.90 – $3.5921
FY28$40.3B$37.5B – $44.3B$3.70$3.37 – $4.1817
FY29$52.1B$48.6B – $57.3B$4.17$3.80 – $4.7110
FY30$67.4B$62.9B – $74.1B$4.79$4.36 – $5.4010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 719.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $MNTHF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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