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3393: Subsidiary Tender Wins Will Support Steady Outlook Ahead

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

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3393
AnalystConsensusTarget
Not Invested
Published 31 Aug 2025

Update shared on 04 Dec 2025

Fair value Increased 9.95%
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AnalystConsensusTarget's Fair Value
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1Y
139.9%
7D
14.6%

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.
  • The discount rate has increased marginally from 9.09 percent to 9.10 percent, implying a slightly higher required return applied in the valuation model.
  • Revenue growth has risen slightly from 19.40 percent to 20.99 percent, indicating a modestly more optimistic view of long-term top line expansion.
  • The net profit margin has edged down from 10.52 percent to 10.16 percent, reflecting a small reduction in expected profitability levels.
  • The future P/E has increased from 9.32x to 10.15x, signaling a modest rerating in the valuation multiple applied to Wasion Holdings’ future earnings.

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