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UJU Holding Warns of 2026 Profit Hit After Restructuring Deal With Top Customer

Story Highlights
  • UJU Holding will stop providing all-in-one marketing solutions, limiting services to advertising operations.
  • Loss of bundled services for a key client may hurt 2026 results despite cost cuts and diversification.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
UJU Holding Warns of 2026 Profit Hit After Restructuring Deal With Top Customer

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UJU HOLDING LIMITED ( (HK:1948) ) has shared an update.

UJU Holding Limited has announced a significant change in its business arrangement with a top customer during a contract renegotiation set for early 2026, under which the group will cease providing all-in-one online marketing solutions that include traffic acquisition and will instead only charge this customer for advertising operation services. As this customer contributed about 50% of the group’s revenue in 2024 and 44% in the first half of 2025, the board expects the new arrangement may adversely affect the group’s financial performance in 2026, though it does not anticipate a material impact on other operations; management plans to mitigate the risk through cost-saving measures, diversification into other customers and business segments, and close engagement with the broader industry landscape, while cautioning shareholders and potential investors about uncertainty ahead.

The most recent analyst rating on (HK:1948) stock is a Buy with a HK$6.00 price target. To see the full list of analyst forecasts on UJU HOLDING LIMITED stock, see the HK:1948 Stock Forecast page.

More about UJU HOLDING LIMITED

UJU Holding Limited, incorporated in the Cayman Islands and listed in Hong Kong, operates through its subsidiaries to provide online marketing-related services, including all-in-one online marketing solution services that historically combined traffic acquisition with advertising operation for major customers.

Average Trading Volume: 107,850

Technical Sentiment Signal: Buy

Current Market Cap: HK$3.18B

Find detailed analytics on 1948 stock on TipRanks’ Stock Analysis page.

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