Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥53.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Tech industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.49 per share. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Yijian Huang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Apr 13
Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 07, 2026 Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 24F, No. 8, Xianyuan Road, Xili Community, Xili Subdistrict, Nanshan District, Shenzhen, Guangdong China Annonce • Mar 30
Shenzhen Transsion Holdings Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Shenzhen Transsion Holdings Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 Annonce • Dec 26
Shenzhen Transsion Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2026 Shenzhen Transsion Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2026 Annonce • Sep 30
Shenzhen Transsion Holdings Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Shenzhen Transsion Holdings Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Annonce • Jul 17
TECNO Unveils Latest Tri-Fold Concept, the TECNO PHANTOM Ultimate G Fold Concept TECNO unveiled its latest tri-fold concept, the TECNO PHANTOM Ultimate G Fold Concept. This innovative device showcases a dual-screen, inward-folding tri-fold design and delivers a massive 9.94-inch display with significantly enhanced durability. Measuring just 11.49mm when folded and starting from an ultra-slim 3.49mm when folded, it sets a new industry benchmark as the thinnest tri-fold device, redefining what's possible in foldable technology. Unlike conventional tri-fold devices that leave their delicate flexible screens exposed, the PHANTOM Ultimate G Fold concept showcases an innovative G-Style design. Its expansive inner display folds inward twice, completely protecting the main screen from scratches and impacts when not in use. For everyday tasks, a convenient second cover display provides a classic smartphone experience. At the core of this innovation is a custom-engineered dual-hinge system, comprising a small waterdrop hinge and a larger primary hinge. When folded, the small hinge allows the right portion of the display to foldGaplessly inward, mimicking a traditional book-style foldable. The larger hinge then folds the remaining section over the top. A self-locking mechanism ensures the device is both perfectly Gapless and secure when closed. This advanced engineering also unlocks new modes of use. A customized dual-cam design in the large hinge supports multi-angle hovering, allowing the device to be operated in a partially folded state, transforming it into a versatile mini-workstation. When fully unfolded, the dual-hinge system reveals a stunning 9.94-inch display With minimal creasing. This seamless canvas turns the device from a pocketable smartphone into a full-fledged tablet, providing an expansive workspace for next-level multitasking and media consumption. Despite the added complexity of its inward tri-fold architecture, the TECNO PHantOM Ultimate G Fold Concept achieves a folded thickness of just 11.49mm--comparable to many current dual-fold smartphones. When fully folded, the device achieves an 3.49mm ultra-slim profile - making it the world's thinnest tri-fold smartphone to date. This is made possible by multiple breakthroughs in foldable displays, hinges, and materials--including 2000 MPa ultra-high-strength steel for the hinge and ultra-strong Titan Fiber for the back cover, which is just 0.3mm thick. Even with this ultra-slim form factor, the PHANTOM UltimateG Fold Concept makes no compromises on experience, including a high-performance chipset, a versatile triple-camera system as well as a massive over 5000mAh battery. Annonce • Jun 30
Shenzhen Transsion Holdings Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025 Shenzhen Transsion Holdings Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025 Annonce • Jun 24
Shenzhen Transsion Holdings Co., Ltd.(SHSE:688036) dropped from Shanghai Stock Exchange 180 Value Index Shenzhen Transsion Holdings Co., Ltd. has been removed form Shanghai Stock Exchange 180 Value Index. Annonce • Apr 24
Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 21, 2025 Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 21, 2025, at 10:00 China Standard Time. Location: 24F, No. 8, Xianyuan Road, Xili Community, Xili Subdistrict, Nanshan District, Shenzhen, Guangdong China Annonce • Mar 28
Shenzhen Transsion Holdings Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Shenzhen Transsion Holdings Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Annonce • Dec 27
Shenzhen Transsion Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025 Shenzhen Transsion Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.93 (vs CN¥1.59 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.93 (down from CN¥1.59 in 3Q 2023). Revenue: CN¥16.7b (down 7.2% from 3Q 2023). Net income: CN¥1.05b (down 41% from 3Q 2023). Profit margin: 6.3% (down from 9.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Tech industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥97.54, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Tech industry in China. Total returns to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥126 per share. Buy Or Sell Opportunity • Oct 09
Now 21% undervalued Over the last 90 days, the stock has risen 22% to CN¥100. The fair value is estimated to be CN¥126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Annonce • Sep 30
Shenzhen Transsion Holdings Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Shenzhen Transsion Holdings Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 New Risk • Sep 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Cash payout ratio: 178% Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change). Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥89.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Tech industry in China. Total loss to shareholders of 6.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥126 per share. Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥1.09 (vs CN¥1.40 in 2Q 2023) Second quarter 2024 results: EPS: CN¥1.09 (down from CN¥1.40 in 2Q 2023). Revenue: CN¥17.1b (up 8.6% from 2Q 2023). Net income: CN¥1.23b (down 22% from 2Q 2023). Profit margin: 7.2% (down from 10.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Tech industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 01
Now 34% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to CN¥77.75. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Annonce • Jun 28
Shenzhen Transsion Holdings Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Shenzhen Transsion Holdings Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Buy Or Sell Opportunity • Jun 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to CN¥85.90. The fair value is estimated to be CN¥108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Reported Earnings • Apr 24
Full year 2023 earnings released: EPS: CN¥6.88 (vs CN¥3.09 in FY 2022) Full year 2023 results: EPS: CN¥6.88 (up from CN¥3.09 in FY 2022). Revenue: CN¥62.3b (up 34% from FY 2022). Net income: CN¥5.54b (up 123% from FY 2022). Profit margin: 8.9% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in China. Annonce • Apr 23
Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 16, 2024 Shenzhen Transsion Holdings Co., Ltd., Annual General Meeting, May 16, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Annonce • Apr 03
Dixon Technologies Reportedly Eyes India Unit of Transsion Holdings Dixon Technologies (India) Limited (NSEI:DIXON), India’s largest electronics contract manufacturer, is in initial talks to buy a majority stake in the local phone-making unit of China’s Transsion Holdings (Shenzhen Transsion Holdings Co., Ltd. (SHSE:688036)), people aware of the details told ET. Transsion’s India business is valued at about INR 7,000 million, they said. The talks come amid greater scrutiny of Chinese firms operating in the handset ecosystem. Annonce • Mar 30
Shenzhen Transsion Holdings Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024 Shenzhen Transsion Holdings Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024 Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: CN¥6.84 (vs CN¥3.09 in FY 2022) Full year 2023 results: EPS: CN¥6.84 (up from CN¥3.09 in FY 2022). Revenue: CN¥62.4b (up 34% from FY 2022). Net income: CN¥5.50b (up 122% from FY 2022). Profit margin: 8.8% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in China. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥159, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Tech industry in China. Total returns to shareholders of 82% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥81.04 per share. Annonce • Dec 30
Shenzhen Transsion Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024 Shenzhen Transsion Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024 Reported Earnings • Oct 18
Third quarter 2023 earnings released: EPS: CN¥2.22 (vs CN¥0.75 in 3Q 2022) Third quarter 2023 results: EPS: CN¥2.22 (up from CN¥0.75 in 3Q 2022). Revenue: CN¥18.0b (up 39% from 3Q 2022). Net income: CN¥1.78b (up 195% from 3Q 2022). Profit margin: 9.9% (up from 4.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Tech industry in China. Reported Earnings • Aug 29
Second quarter 2023 earnings released: EPS: CN¥1.96 (vs CN¥1.07 in 2Q 2022) Second quarter 2023 results: EPS: CN¥1.96 (up from CN¥1.07 in 2Q 2022). Revenue: CN¥15.8b (up 31% from 2Q 2022). Net income: CN¥1.58b (up 84% from 2Q 2022). Profit margin: 10.0% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in China. Annonce • Jun 28
Shenzhen Transsion Holdings Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023 Shenzhen Transsion Holdings Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023 Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥151, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Tech industry in China. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥66.31 per share. Reported Earnings • Apr 26
Full year 2022 earnings released: EPS: CN¥3.09 (vs CN¥4.88 in FY 2021) Full year 2022 results: EPS: CN¥3.09 (down from CN¥4.88 in FY 2021). Revenue: CN¥46.6b (down 5.7% from FY 2021). Net income: CN¥2.48b (down 37% from FY 2021). Profit margin: 5.3% (down from 7.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Tech industry in China. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to CN¥129, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Tech industry in China. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥64.96 per share. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥108, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Tech industry in China. Total returns to shareholders of 9.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥64.88 per share. Reported Earnings • Feb 26
Full year 2022 earnings released: EPS: CN¥3.15 (vs CN¥4.88 in FY 2021) Full year 2022 results: EPS: CN¥3.15 (down from CN¥4.88 in FY 2021). Revenue: CN¥46.4b (down 6.2% from FY 2021). Net income: CN¥2.52b (down 35% from FY 2021). Profit margin: 5.4% (down from 7.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Tech industry in China. Buying Opportunity • Nov 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 3.7%. The fair value is estimated to be CN¥93.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 48% in 2 years. Earnings is forecast to grow by 71% in the next 2 years. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Zhenghong Yang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.75 (vs CN¥1.43 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.75 (down from CN¥1.43 in 3Q 2021). Revenue: CN¥12.9b (flat on 3Q 2021). Net income: CN¥604.5m (down 47% from 3Q 2021). Profit margin: 4.7% (down from 8.9% in 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Tech industry in China. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥63.17, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Tech industry in China. Total loss to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share. Reported Earnings • Aug 25
Second quarter 2022 earnings released: EPS: CN¥1.07 (vs CN¥1.17 in 2Q 2021) Second quarter 2022 results: EPS: CN¥1.07 (down from CN¥1.17 in 2Q 2021). Revenue: CN¥12.1b (up 3.9% from 2Q 2021). Net income: CN¥857.9m (down 7.8% from 2Q 2021). Profit margin: 7.1% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 27% growth forecast for the Tech industry in China. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improved over the past week After last week's 22% share price gain to CN¥100, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the Tech industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥123 per share. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Zhenghong Yang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Buying Opportunity • Apr 12
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 41%. The fair value is estimated to be CN¥112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 52% in 2 years. Earnings is forecast to grow by 49% in the next 2 years. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥111, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Tech industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥113 per share. Reported Earnings • Feb 26
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: CN¥4.90 (up from CN¥3.36 in FY 2020). Revenue: CN¥49.3b (up 30% from FY 2020). Net income: CN¥3.92b (up 46% from FY 2020). Profit margin: 8.0% (up from 7.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 27%, compared to a 26% growth forecast for the industry in China. Buying Opportunity • Feb 23
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be CN¥160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment improved over the past week After last week's 20% share price gain to CN¥175, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 29x in the Tech industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥297 per share. Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥1.43 (vs CN¥1.08 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 16% from 3Q 2020). Net income: CN¥1.15b (up 33% from 3Q 2020). Profit margin: 8.9% (up from 7.8% in 3Q 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥147, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Tech industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share. Reported Earnings • Aug 26
Second quarter 2021 earnings released: EPS CN¥1.17 (vs CN¥0.92 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥11.6b (up 42% from 2Q 2020). Net income: CN¥930.8m (up 26% from 2Q 2020). Profit margin: 8.0% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. 
