Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
3750.HK [bullish]
Contemporary Amperex Technology Co., Limited
-13.5%
current return
Author Info
No bio for this author
Company Info
Contemporary Amperex Technology Co., Limited engages in the development, production, sale, and after-sales service of power battery systems, energy storage battery systems, and battery materials formed by applying battery recycling technology worldwide.
Market Cap
CNY 1.7T
Pitch Price
CNY 600.00
Price Target
N/A
Dividend
0.53%
EV/EBITDA
17.01
P/E
26.36
EV/Sales
3.95
Sector
Electrical Equipment
Category
growth
Antipodes Global Value New Position: Contemporary Amperex Technology Co., Limited
3750.HK (re-initiated position): Global EV battery leader benefiting from domestic EV passenger/truck adoption + gaining EU market share (40% of gross profit overseas). Rising demand + supply reform driving profit inflection. 15x fwd P/E despite ~20% annual earnings growth medium-term.
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