323 Share Price Performance
HK$2.55
1.13 (79.58%)
30.3% overvalued intrinsic discount
HK$1.96
Fair Value
Price HK$2.55
AnalystLowTarget HK$1.96
AnalystHighTarget HK$2.80
AnalystConsensusTarget HK$2.49
Fair ValueHK$1.96
Share Pricen/a
Maanshan Iron & Steel Company Limited Stock Price
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323 Community Narratives
AN
Fair Value HK$1.96 30.3% overvalued intrinsic discount
Aging Assets And Market Headwinds Will Squeeze Margins
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AN
Fair Value HK$2.8 9.0% undervalued intrinsic discount
Renewable Energy And Urbanization In Asia Will Ignite Steel Demand
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Fair Value HK$2.49 2.4% overvalued intrinsic discount
Urbanization and Belt and Road Will Shape Steel Industry Outlook in 2025
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Urbanization and Belt and Road Will Shape Steel Industry Outlook in 2025
Key Takeaways Focus on higher-value steel products, green manufacturing, and digitalization is expected to boost margins, enhance pricing power, and support long-term profitability. Diversification into export markets and advanced steel applications should reduce reliance on the domestic construction sector and create more resilient revenue streams.Read more
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HK$2.49
2.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.06% p.a.
Profit Margin
5.15%
Future PE
5.14x
Price in 2028
HK$3.21
Aging Assets And Market Headwinds Will Squeeze Margins
Key Takeaways Structural decline in demand, overcapacity, and regulatory changes threaten margins, cash flow, and recovery prospects due to Maanshan's high costs and slow transition to green steel. Geopolitical risks and weak core market outlook expose the company to falling sales, disrupted exports, and increased raw material costs, endangering future profitability.Read more
4
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HK$1.96
30.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-1.62% p.a.
Profit Margin
2.81%
Future PE
8.35x
Price in 2028
HK$2.46
Renewable Energy And Urbanization In Asia Will Ignite Steel Demand
Key Takeaways Rapid expansion into high-margin, specialized steels and aggressive cost reforms position Maanshan for swift gains in pricing power, net margins, and operating cash flow. Strong alignment with infrastructure and renewables demand, product innovation, and strategic divestments set the stage for sustained revenue growth and increased market share.Read more
5
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HK$2.8
9.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
4.49% p.a.
Profit Margin
5.45%
Future PE
5.14x
Price in 2028
HK$3.52
Trending Discussion
Recently Updated Narratives
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323: Governance Changes And Auditor Switch Will Shape A Steady Future Outlook
Fair Value: HK$2.49 2.4% overvalued intrinsic discount
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Aging Assets And Market Headwinds Will Squeeze Margins
Fair Value: HK$1.96 30.3% overvalued intrinsic discount
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Renewable Energy And Urbanization In Asia Will Ignite Steel Demand
Fair Value: HK$2.8 9.0% undervalued intrinsic discount
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Snowflake Analysis
Maanshan Iron & Steel Company Limited Key Details
About 323
- Founded
- 1953
- Employees
- 16631
- CEO
- WebsiteView website
Maanshan Iron & Steel Company Limited, together with its subsidiaries, manufactures and sells iron and steel products, and related by-products in Mainland China, Hong Kong, and internationally. It provides steel plates, including hot and cold-rolled thin plates, galvanized plates, coil-coating plates, and medium plates; section steel products, such as H-shaped steel and medium-shaped steel; high-speed wire rod and hot-rolled reinforcing steel products; and train wheels and wheel rims. The company also engages in the production and distribution of ferrous metallurgy, screw threaded steels, round and section steels, angle and deformed steels, wires, and rods; sale, import, and export of iron ore, iron ore fines, and scrap steel; metallurgy and extended processing of iron and steel products. In addition, it is involved in production and sale of coke, ammonium sulfate, and coal coke chemical products; production and distribution of metallic products; design, research and development, manufacture, maintenance, and sale of rail wheels, axles, wheel sets, bogies, and other rail equipment. Further, the company engages in trading of steel products and pig iron; and investment and trading businesses. Maanshan Iron & Steel Company Limited was founded in 1953 and is headquartered in Maanshan, the People's Republic of China.
