Added to YB: 2025-11-27
Pitch date: 2025-11-25
3393.HK [bullish]
Wasion Holdings Limited
+25.61%
current return
Author Info
Company Info
Wasion Holdings Limited, an investment holding company, engages in the research and development, production, and sale of energy metering and energy efficiency management solutions for energy supply industries.
Market Cap
HKD 12.9B
Pitch Price
HKD 13.20
Price Target
26.50 (+60%)
Dividend
2.74%
EV/EBITDA
10.67
P/E
15.72
EV/Sales
1.59
Sector
Electronic Equipment, Instruments and Components
Category
growth
Random thoughts on liquid cooling (3393.HK)
3393.HK: Providing liquid cooling/power equipment for Malaysia ByteDance AI DC buildout via DayOne. Trades ~7-8x EBITDA with Johor DC capex orders not priced in. Risky HK equity but potential to double into 2026 if revenue materializes from profitable ByteDance's bankable AI capx.
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