Wasion Holdings

3393: New Contracts and Steady Metrics Will Shape Outlook After Recent Tender Wins

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

31 Aug 25

Updated

18 Dec 25

Views

44

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

141.8%

7D

4.7%

Loading

1Y

141.8%

7D

4.7%

You can edit this narrative until Dec 19 4:05 PM. Then, changes will post as Updates.

Author's Valuation

HK$16.244.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 18 Dec 25

Fair value Increased 11%

3393: Subsidiary Tender Wins Will Support Steady Outlook Remaining Fairly Valued

Analysts have raised their price target on Wasion Holdings from approximately $14.57 to $16.24, citing slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future price to earnings multiple, despite broadly stable profit margin assumptions. Valuation Changes Fair Value: increased slightly from HK$14.57 to HK$16.24.

Shared on 04 Dec 25

Fair value Increased 9.95%

3393: Subsidiary Tender Wins Will Support Steady Outlook Ahead

Analysts have raised their price target for Wasion Holdings from CNY 13.25 to CNY 14.57, citing slightly higher long term revenue growth expectations and a modestly higher future earnings multiple that more than offset a small downward revision to profit margins. What's in the News Wasion Group Limited, a subsidiary of Wasion Holdings, secured contracts worth approximately RMB201.16 million in China Southern Power Grid's first 2025 framework tender for metering equipment (company announcement) Willfar Information Technology Company Limited, another subsidiary of Wasion Holdings, won additional contracts worth approximately RMB168.97 million in the same 2025 framework tender (company announcement) Wasion Holdings ranked first by total contract value in China Southern Power Grid's first 2025 metering equipment framework tender, reinforcing its leading position in the smart metering market (company announcement) Valuation Changes The fair value estimate has risen moderately from CNY 13.25 to CNY 14.57 per share, reflecting a higher intrinsic value assessment for Wasion Holdings.

Shared on 20 Nov 25

3393: Subsidiary Contract Wins Will Support Steady Outlook Ahead

Analysts have maintained their fair value estimate for Wasion Holdings at HK$13.25. This reflects confidence in the company's steady financial outlook and consistent underlying assumptions, despite slight adjustments to the discount rate and future P/E ratio.

Shared on 04 Nov 25

Analysts have slightly lowered their price target for Wasion Holdings, adjusting it from $13.25 to $13.25 as minor changes in discount rates and future valuation metrics reflect updated market conditions. What's in the News Wasion Group Limited, a subsidiary of Wasion Holdings, secured contracts worth approximately RMB201.16 million (about HKD219.83 million) in China Southern Power Grid Co. Ltd.'s 2025 first framework tender on metering equipment.

Shared on 21 Oct 25

Fair value Increased 8.52%

Analysts have raised their price target for Wasion Holdings from ¥12.21 to ¥13.25. They cite expectations for slightly higher revenue growth, despite a modest dip in projected profit margins and a minor adjustment to the discount rate.

AnalystConsensusTarget Fair Value

HK$16.24

4.7% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

20.01%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.00%

Calculation

CN¥1.69b

Earnings '28

x

11.18x

PE Ratio '28

=

CN¥18.94b

Market Cap '28

CN¥18.94b

Market Cap '28

/

995.88m

No. shares '28

=

CN¥19.02

Share Price '28

CN¥19.02 Share Price '28

Discounted to 2025 @ 9.00% p.a.

=

CN¥14.69

Fair Value '25

CN¥14.69 Fair Value '25

Converted to HKD @ 1.1049 CNY/HKD Exchange Rate

=

HK$16.23

Fair Value '25