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Added to YB: 2024-08-22

Pitch date: 2024-07-25

300124.SZ [bullish]

Shenzhen Inovance Technology Co.,Ltd

+62.34%

current return

Author Info

No bio for this author

Company Info

Shenzhen Inovance Technology Co.,Ltd manufactures and sells industrial automation control solutions in China and internationally.

Market Cap

CNY 110.5B

Pitch Price

CNY 45.52

Price Target

N/A

Dividend

1.09%

EV/EBITDA

21.19

P/E

22.97

EV/Sales

3.31

Sector

Machinery

Category

value

Show full summary:
Polen Emerging Markets Growth New Position: Shenzhen Inovance Technology Co.,Ltd

300124.SZ: China's industrial automation leader, 33% 10yr sales CAGR. 15-20%+ growth expected from industry expansion & market share gains. Strong vs competitors, high margins & ROIC. Net cash, 25% dividend payout. Weak China sentiment lowered valuation, opportunity to buy great business at fair price.

Read full article (1 min)