Added to YB: 2025-12-09
Pitch date: 2025-12-03
3393.HK [neutral]
Wasion Holdings Limited
+14.14%
current return
Author Info
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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 14.22
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.67
P/E
15.72
EV/Sales
1.59
Sector
Electronic Equipment, Instruments and Components
Category
growth
Walden 3 Research | November Portfolio - Wasion Holdings Limited
3393.HK (holding update): Chinese supply chain play for SEA hyperscale data centers via DayOne partnership, 1.3B RMB GDS pipeline, 754% YOY overseas ADO revenue surge H1 2025. Global South electrification beneficiary w/ 940M HKD contracts (Mexico CFE, Tanzania). Risk: EM receivables extension signals credit issues.
Read full article (1 min)