Wasion Holdings Limited

SEHK:3393 주식 리포트

시가총액: HK$20.2b

Wasion Holdings 향후 성장

Future 기준 점검 5/6

Wasion Holdings (는) 각각 연간 20.8% 및 19.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.7% 로 예상됩니다.

핵심 정보

20.8%

이익 성장률

19.62%

EPS 성장률

Electronic 이익 성장24.2%
매출 성장률19.2%
향후 자기자본이익률22.67%
애널리스트 커버리지

Good

마지막 업데이트17 Jul 2026

최근 향후 성장 업데이트

Recent updates

분석 기사 Aug 10

Why Wasion Holdings Limited (HKG:3393) Could Be Worth Watching

While Wasion Holdings Limited ( HKG:3393 ) might not have the largest market cap around , it saw a decent share price...
내러티브 업데이트 Jul 14

3393: Mexico Tender Wins And Grid Orders Will Support Future Repricing

Analysts have lifted their 12 month price target for Wasion Holdings from about HK$24.85 to roughly HK$26.85, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of this change. What's in the News for Wasion Holdings Wasion Holdings’ Mexican subsidiary secured Mexico’s Federal Electricity Commission 2026 smart meter tender, with potential orders exceeding RMB 695 million, reinforcing the company’s presence in Mexico’s power metering market and supporting ongoing overseas revenue from grid modernization efforts.
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...

이익 및 매출 성장 예측

SEHK:3393 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202818,2492,0262,4362,7925
12/31/202715,3581,6941,9952,1567
12/31/202612,7661,3911,3731,7927
12/31/202510,0741,0587731,408N/A
9/30/20259,7199367801,336N/A
6/30/20259,3658147861,264N/A
3/31/20259,0417605951,095N/A
12/31/20248,717706404927N/A
9/30/20248,2426725321,066N/A
6/30/20247,7686386591,205N/A
3/31/20247,5105807951,351N/A
12/31/20237,2525219321,497N/A
9/30/20236,8914588091,362N/A
6/30/20236,5293946851,228N/A
3/31/20236,1923595791,046N/A
12/31/20225,856324473863N/A
9/30/20225,467306259630N/A
6/30/20225,07828845397N/A
3/31/20224,834278-37324N/A
12/31/20214,591268-120252N/A
9/30/20214,459253-161180N/A
6/30/20214,327238-201109N/A
3/31/20214,138235-138148N/A
12/31/20203,949231-74187N/A
9/30/20203,684229-138115N/A
6/30/20203,419227-20242N/A
3/31/20203,538254-14297N/A
12/31/20193,656281-82152N/A
9/30/20193,632292N/A175N/A
6/30/20193,609304N/A198N/A
3/31/20193,475287N/A172N/A
12/31/20183,340271N/A146N/A
9/30/20183,248270N/A265N/A
6/30/20183,155268N/A384N/A
3/31/20183,042285N/A496N/A
12/31/20172,928302N/A609N/A
9/30/20172,723287N/A492N/A
6/30/20172,519272N/A375N/A
3/31/20172,563289N/A190N/A
12/31/20162,608307N/A6N/A
9/30/20162,745342N/A225N/A
6/30/20162,882376N/A444N/A
3/31/20162,926400N/A606N/A
12/31/20152,969424N/A768N/A
9/30/20153,008479N/A529N/A

애널리스트 향후 성장 전망

수입 대 저축률: 3393 의 연간 예상 수익 증가율(20.8%)이 saving rate(3.1%)보다 높습니다.

수익 vs 시장: 3393 의 연간 수익(20.8%)이 Hong Kong 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 3393 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 3393 의 수익(연간 19.2%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 3393 의 수익(연간 19.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 3393의 자본 수익률은 3년 후 22.7%로 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/16 23:02
종가2026/08/14 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Wasion Holdings Limited는 29명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Felix LamCCB International Securities Limited
Qianwen LiuChina International Capital Corporation Limited
Yi ChenChina Merchants Securities (HK) Co., Ltd