Wasion Holdings (3393) 주식 개요
투자 지주 회사인 와션 홀딩스는 중화인민공화국, 아프리카, 미국, 유럽 및 기타 아시아 지역의 에너지 공급 산업을 위한 에너지 계량 및 에너지 효율 관리 솔루션의 연구 개발, 생산 및 판매에 종사하고 있습니다. 자세히 보기
강점
위험 분석
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3393 Community Fair Values
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Analyst Price Targets
Wasion Holdings Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | HK$19.58 |
| 52주 최고가 | HK$33.80 |
| 52주 최저가 | HK$8.35 |
| 베타 | 1.21 |
| 1개월 변동 | -2.10% |
| 3개월 변동 | -36.47% |
| 1년 변동 | 131.17% |
| 3년 변동 | 509.97% |
| 5년 변동 | 715.83% |
| IPO 이후 변동 | 1,680.00% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 29
3393: State Grid Contract Wins Will Support Bullish View On Shares
Analysts have lifted their HK$ fair value estimate for Wasion Holdings from about HK$19.43 to roughly HK$32.34, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Wasion Holdings Final dividend of HK$0.48 per share for the year ended 31 December 2025 approved at the Wasion Holdings annual general meeting on 15 May 2026.
내러티브 업데이트 • Jun 15
3393: Rights Issue And Major Grid Orders Will Support Future Repricing
Analysts have roughly doubled their fair value estimate for Wasion Holdings to HK$24.85 from HK$12.31, citing updated assumptions for a higher projected profit margin and a higher future P/E multiple, along with slightly adjusted revenue growth and discount rate inputs. What's in the News Wasion Holdings completed a HK$1.5b rights issue to support expansion across domestic and international operations, according to recent analyst coverage.
내러티브 업데이트 • Jun 01
3393: Global Tender Wins And Dividend Policy Will Support Re Rating
Analysts have reset their fair value estimate for Wasion Holdings from HK$50.69 to HK$39.52, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the new price target. What's in the News Wasion Holdings approved Second Amended and Restated Articles of Association at the annual general meeting held on 15 May 2026.Recent updates
내러티브 업데이트 • Jun 29
3393: State Grid Contract Wins Will Support Bullish View On Shares
Analysts have lifted their HK$ fair value estimate for Wasion Holdings from about HK$19.43 to roughly HK$32.34, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Wasion Holdings Final dividend of HK$0.48 per share for the year ended 31 December 2025 approved at the Wasion Holdings annual general meeting on 15 May 2026.내러티브 업데이트 • Jun 15
3393: Rights Issue And Major Grid Orders Will Support Future Repricing
Analysts have roughly doubled their fair value estimate for Wasion Holdings to HK$24.85 from HK$12.31, citing updated assumptions for a higher projected profit margin and a higher future P/E multiple, along with slightly adjusted revenue growth and discount rate inputs. What's in the News Wasion Holdings completed a HK$1.5b rights issue to support expansion across domestic and international operations, according to recent analyst coverage.내러티브 업데이트 • Jun 01
3393: Global Tender Wins And Dividend Policy Will Support Re Rating
Analysts have reset their fair value estimate for Wasion Holdings from HK$50.69 to HK$39.52, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the new price target. What's in the News Wasion Holdings approved Second Amended and Restated Articles of Association at the annual general meeting held on 15 May 2026.내러티브 업데이트 • May 01
3393: Brazil Tender Wins And Dividend Policy Will Support Re Rating
Analysts have trimmed their price target on Wasion Holdings to HK$50.69 from HK$51.99, citing updated assumptions that reflect slightly adjusted discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Wasion Group Limited, a subsidiary of Wasion Holdings, secured contracts for approximately 462,000 smart meters in a 2026 State Grid Corporation of China tender, with a contract value of about RMB 97.66 million (around HK$110.51 million), and ranked in a leading position by total contract sum in this tender (Key Developments).내러티브 업데이트 • Apr 17
3393: Brazil Contract Wins And Dividend Will Support Re Rating
Analysts have adjusted their fair value estimate for Wasion Holdings slightly, lowering it from HK$52.20 to HK$51.99. This revision reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.내러티브 업데이트 • Apr 02
3393: Brazil Contract And Earnings Guidance Will Support Margin Expansion And Re Rating
Analysts have lifted their HK$ fair value estimate for Wasion Holdings from HK$51.58 to HK$52.20, reflecting updated assumptions around revenue growth, profit margin and a lower projected future P/E multiple. What's in the News Wasion Holdings reported that its Brazilian subsidiary, WASION ENERGIA DO BRASIL LTDA, secured a public tender to act as the sole supplier of reclosers to Companhia Energética de Minas Gerais S.A., with a contract value of about R$138.00m, equivalent to roughly RMB 182.20m or HK$206.48m, to be delivered in batches over the next two years (Company announcement).내러티브 업데이트 • Mar 19
3393: Earnings Guidance And Dividend Prospects Will Support Margin And Re Rating
Analysts have raised their price target for Wasion Holdings from HK$34.83 to HK$51.58, citing updated assumptions around fair value, slightly adjusted discount rates, and refined estimates for revenue growth, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for Mar 26, 2026 to consider and approve the annual results for the year ended Dec 31, 2025, and to consider a potential final dividend (Key Developments).내러티브 업데이트 • Mar 04
3393: Brazil Contract Win Will Support Higher Margins And Earnings Re Rating
Analysts have lifted their HK$ price target for Wasion Holdings from about HK$24.80 to around HK$34.83, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Wasion da Amazonia Industria de Instrumentos Electronicos SA, a wholly owned Brazil subsidiary of Wasion Holdings, won a CPFL project tender in December 2025 with a contract value above RMB 80 million (HK$88.32 million) (Key Developments).내러티브 업데이트 • Feb 18
3393: Brazil Contract Win Will Support Cautious View On Rich Share Pricing
Analysts have adjusted their HK$ price target for Wasion Holdings to reflect a fair value move from about HK$16.24 to around HK$19.43, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Wasion da Amazonia Industria de Instrumentos Electronicos SA, a wholly owned Brazil subsidiary of Wasion Holdings, won a CPFL project tender in December 2025 with a contract value above RMB 80 million, or about HK$88.32 million (Key Developments) CPFL, the project counterparty, is described as a leading power utility group in Brazil, serving more than 10 million customers across power generation, transmission, distribution and electricity commercialization (Key Developments) The CPFL contract win is presented by the board as evidence of growing international recognition of the Wasion brand among overseas electricity industry customers (Key Developments) Valuation Changes Fair Value: HK$16.24 to HK$19.43, a higher implied valuation level in the latest update.내러티브 업데이트 • Feb 04
3393: Brazilian Contract Win Will Support Fairly Valued Earnings Re‑Rating
Analysts have raised their price target on Wasion Holdings to approximately $24.80 from about $21.75, citing a slight adjustment to the discount rate, a small change in profit margin assumptions, a higher future P/E multiple and updated revenue growth expectations of around 30%. What's in the News Wasion Holdings reported that its wholly owned Brazilian subsidiary, Wasion da Amazonia Industria de Instrumentos Electronicos SA, won a CPFL project tender in December 2025 with a contract value above RMB 80 million, or about HK$88.32 million (Key Developments).내러티브 업데이트 • Jan 21
3393: CPFL Contract Win Will Mask Weaker Profitability Expectations
Analysts have raised their fair value estimate for Wasion Holdings from about $10.98 to about $12.31, citing updated assumptions for revenue growth, profit margin, and future P/E expectations as key drivers of the new price target range. What's in the News Wasion Holdings reported that its wholly owned Brazilian subsidiary, Wasion da Amazonia Industria de Instrumentos Electronicos SA, won the CPFL project tender with a contract value of more than RMB 80 million, or about HK$88.32 million (company announcement).분석 기사 • Jan 19
An Intrinsic Calculation For Wasion Holdings Limited (HKG:3393) Suggests It's 46% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Wasion Holdings fair value estimate is HK$40.31 Wasion...내러티브 업데이트 • Jan 06
3393: Brazilian Contract Win Will Support Higher Future Earnings Multiple
Analysts have raised their price target on Wasion Holdings to HK$21.75 from HK$14.99, citing updated assumptions that include slightly lower discount rates, higher revenue growth, modestly lower profit margins and a higher future P/E multiple. What's in the News Wasion da Amazonia Industria de Instrumentos Electronicos SA, a wholly owned Brazilian subsidiary, won the bid for the CPFL project in December 2025 with a contract value exceeding RMB 80,000,000 (HK$88,320,000) (company announcement).분석 기사 • Jan 05
At HK$17.98, Is It Time To Put Wasion Holdings Limited (HKG:3393) On Your Watch List?
Wasion Holdings Limited ( HKG:3393 ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Dec 22
Wasion Holdings Limited's (HKG:3393) P/E Is Still On The Mark Following 31% Share Price Bounce
Despite an already strong run, Wasion Holdings Limited ( HKG:3393 ) shares have been powering on, with a gain of 31% in...내러티브 업데이트 • Dec 18
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.내러티브 업데이트 • Dec 04
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.분석 기사 • Dec 01
Is Wasion Holdings (HKG:3393) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Nov 20
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.분석 기사 • Nov 18
We Like These Underlying Return On Capital Trends At Wasion Holdings (HKG:3393)
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...내러티브 업데이트 • Nov 04
3393: New Contracts and Steady Metrics Will Shape Outlook After Recent Tender Wins
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.내러티브 업데이트 • Oct 21
Analysts Lift Wasion Holdings Price Target Following New Contracts and Improved Revenue Outlook
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.분석 기사 • Sep 12
Wasion Holdings Limited (HKG:3393) Stock Rockets 26% But Many Are Still Ignoring The Company
Despite an already strong run, Wasion Holdings Limited ( HKG:3393 ) shares have been powering on, with a gain of 26% in...분석 기사 • Sep 08
Is Now An Opportune Moment To Examine Wasion Holdings Limited (HKG:3393)?
Wasion Holdings Limited ( HKG:3393 ), is not the largest company out there, but it led the SEHK gainers with a...새로운 내러티브 • Aug 31
International Expansion And Digitalization Will Unlock Global Potential
Key Takeaways Rapid global expansion and strong partnerships in emerging sectors are driving Wasion's revenue diversification and positioning it for sustained international and recurring earnings growth. Technological innovation, operational efficiency, and alignment with green energy trends enable Wasion to move up the value chain and support stable profit margins.분석 기사 • Aug 25
With EPS Growth And More, Wasion Holdings (HKG:3393) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Aug 03
Wasion Holdings (HKG:3393) Is Experiencing Growth In Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Jul 20
A Piece Of The Puzzle Missing From Wasion Holdings Limited's (HKG:3393) 28% Share Price Climb
Wasion Holdings Limited ( HKG:3393 ) shareholders have had their patience rewarded with a 28% share price jump in the...분석 기사 • Jun 02
Not Many Are Piling Into Wasion Holdings Limited (HKG:3393) Just Yet
It's not a stretch to say that Wasion Holdings Limited's ( HKG:3393 ) price-to-earnings (or "P/E") ratio of 9.4x right...분석 기사 • May 20
Is Wasion Holdings (HKG:3393) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Apr 23
Should You Investigate Wasion Holdings Limited (HKG:3393) At HK$7.75?
Wasion Holdings Limited ( HKG:3393 ), might not be a large cap stock, but it saw a double-digit share price rise of...분석 기사 • Mar 31
Wasion Holdings' (HKG:3393) Shareholders Will Receive A Bigger Dividend Than Last Year
Wasion Holdings Limited's ( HKG:3393 ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Mar 15
Here's Why Wasion Holdings (HKG:3393) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Mar 03
Not Many Are Piling Into Wasion Holdings Limited (HKG:3393) Just Yet
It's not a stretch to say that Wasion Holdings Limited's ( HKG:3393 ) price-to-earnings (or "P/E") ratio of 10.8x right...분석 기사 • Dec 29
What Is Wasion Holdings Limited's (HKG:3393) Share Price Doing?
While Wasion Holdings Limited ( HKG:3393 ) might not have the largest market cap around , it received a lot of...분석 기사 • Nov 24
Wasion Holdings Limited's (HKG:3393) Shares Leap 26% Yet They're Still Not Telling The Full Story
Wasion Holdings Limited ( HKG:3393 ) shares have had a really impressive month, gaining 26% after a shaky period...분석 기사 • Oct 27
Wasion Holdings (HKG:3393) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jun 11
Are Investors Undervaluing Wasion Holdings Limited (HKG:3393) By 27%?
Key Insights The projected fair value for Wasion Holdings is HK$9.09 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • May 11
Wasion Holdings (HKG:3393) Has Announced That It Will Be Increasing Its Dividend To CN¥0.28
Wasion Holdings Limited's ( HKG:3393 ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Apr 26
Wasion Holdings' (HKG:3393) Dividend Will Be Increased To CN¥0.28
The board of Wasion Holdings Limited ( HKG:3393 ) has announced that it will be paying its dividend of CN¥0.28 on the...분석 기사 • Apr 08
Wasion Holdings (HKG:3393) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 18
Wasion Holdings' (HKG:3393) Dividend Will Be Increased To CN¥0.28
The board of Wasion Holdings Limited ( HKG:3393 ) has announced that it will be paying its dividend of CN¥0.28 on the...분석 기사 • Mar 08
Wasion Holdings Limited's (HKG:3393) P/E Is Still On The Mark Following 30% Share Price Bounce
Wasion Holdings Limited ( HKG:3393 ) shares have continued their recent momentum with a 30% gain in the last month...분석 기사 • Feb 23
Is Now The Time To Put Wasion Holdings (HKG:3393) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Dec 31
Even With A 26% Surge, Cautious Investors Are Not Rewarding Wasion Holdings Limited's (HKG:3393) Performance Completely
Despite an already strong run, Wasion Holdings Limited ( HKG:3393 ) shares have been powering on, with a gain of 26% in...분석 기사 • Sep 27
Shareholders Can Be Confident That Wasion Holdings' (HKG:3393) Earnings Are High Quality
Even though Wasion Holdings Limited's ( HKG:3393 ) recent earnings release was robust, the market didn't seem to...주주 수익률
| 3393 | HK Electronic | HK 시장 | |
|---|---|---|---|
| 7D | -0.7% | -9.1% | 2.8% |
| 1Y | 131.2% | 49.3% | -2.4% |
수익률 대 산업: 3393은 지난 1년 동안 49.3%의 수익을 기록한 Hong Kong Electronic 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: 3393은 지난 1년 동안 -2.4%를 기록한 Hong Kong 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 3393 volatility | |
|---|---|
| 3393 Average Weekly Movement | 9.8% |
| Electronic Industry Average Movement | 10.2% |
| Market Average Movement | 7.5% |
| 10% most volatile stocks in HK Market | 16.2% |
| 10% least volatile stocks in HK Market | 3.6% |
안정적인 주가: 3393는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 3393의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2000 | 5,448 | Chit Kat | en.wasion.com |
투자 지주 회사인 와션 홀딩스는 중화인민공화국, 아프리카, 미국, 유럽 및 기타 아시아 지역의 에너지 공급 산업을 위한 에너지 계량 및 에너지 효율 관리 솔루션의 연구 개발, 생산 및 판매에 종사하고 있습니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 전력 고급 계량 인프라, 통신 및 유체 고급 계량 인프라, 고급 배전 운영입니다. 스마트 미터, 스마트 수도 및 가스 미터, 초음파 열량계, 계량기 및 전력 품질 모니터링 장치, 에너지 데이터 수집 단말기, 부하 관리 단말기, 사용자 관리 장치, 측정 자동화 시스템 및 다양한 애플리케이션 시스템, 서비스, 에너지 데이터 마이닝을 제공합니다.
Wasion Holdings Limited 기초 지표 요약
| 3393 기초 통계 | |
|---|---|
| 시가총액 | HK$20.48b |
| 순이익 (TTM) | HK$1.22b |
| 매출 (TTM) | HK$11.65b |
16.7x
주가수익비율(P/E)1.8x
주가매출비율(P/S)3393는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 3393 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥10.07b |
| 매출원가 | CN¥6.48b |
| 총이익 | CN¥3.60b |
| 기타 비용 | CN¥2.54b |
| 순이익 | CN¥1.06b |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.01 |
| 총이익률 | 35.71% |
| 순이익률 | 10.51% |
| 부채/자본 비율 | 29.9% |
3393의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.5%
현재 배당 수익률39%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/10 18:57 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Wasion Holdings Limited는 27명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Felix Lam | CCB International Securities Limited |
| Qianwen Liu | China International Capital Corporation Limited |
| Yi Chen | China Merchants Securities (HK) Co., Ltd |