Added to YB: 2026-04-29
Pitch date: 2026-04-20
2476.HK [neutral]
Victory Giant Technology (HuiZhou) Co.,Ltd
-9.09%
current return
Author Info
Company Info
Victory Giant Technology (HuiZhou) Co.,Ltd, together with its subsidiaries, engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
Market Cap
CNY 301.7B
Pitch Price
CNY 330.00
Price Target
N/A
Dividend
0.63%
EV/EBITDA
50.20
P/E
63.12
EV/Sales
15.80
Sector
Electronic Equipment, Instruments and Components
Category
value
Quick idea - A/H listing of Victory Giant (2476.HK) - PCB supplier for Nvidia
2476.HK: PCB supplier for Nvidia's AI chips. A/H listed at HK$210, opened HK$335, now ~HK$310. Peer Delton trades tighter A/H spread but higher FY26-28 P/E. VG cheaper at FY28 P/E vs Taiwan peers (Nanya 20x, Unimicrom 19x). Risk: AI capex cycle reversal could deflate valuations quickly.
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