Added to YB: 2025-10-01
Pitch date: 2025-09-29
3393.HK [bullish]
Wasion Holdings Limited
+1.44%
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 11.2B
Pitch Price
HKD 12.50
Price Target
20.00 (+58%)
Dividend
3.14%
EV/EBITDA
9.49
P/E
13.72
EV/Sales
1.41
Sector
Electronic Equipment, Instruments and Components
Category
value
Wasion (3393.HK) - Transformational contract with DayOne?
3393.HK: Undervalued data center beneficiary with major Oracle/ByteDance contracts via GDS/DayOne partnership. RMB1.3bn GDS orders (200MW) vs potential 2GW Malaysia capacity by 2028. Willfar stake covers entire market cap. Est 10% EBITDA margins, 12-15x multiple = RMB5bn value. Mgmt promises 'big surprises.'
Read full article (9 min)