Unternehmensprofil · Technology

Shenzhen Transsion Holdings Co Ltd

688036 · Shanghai
Branche
Consumer Electronics
Börse
Shanghai
Land / Region
China
Mitarbeiter
26.116
Website
www.transsion.com
Kurs bei Veröffentlichung
¥57.82
Schluss 27. August 2026
Fairer Kauf
≤ ¥38
Einstieg mit Sicherheitsmarge
Baillie-Wachstumsscore
41/100
Eher schwach
Buffett Score
69/100
Stark
Innerer Wert · Drei-Stufen-Bereich Kurs bei Veröffentlichung ¥57.82 · Innerhalb des fairen Bereichs des inneren Werts

Zusammengesetzter Bewertungsbereich · konservativ ¥35–¥38 / fair ¥52–¥76 / optimistisch ¥94–¥99. Beim Veröffentlichungskurs von ¥57.82 (27. August 2026), Innerhalb des fairen Bereichs des inneren Werts.

Finanzüberblick
Marktkapitalisierung61,93 Mrd. CN¥
Umsatz (TTM)71,95 Mrd. CN¥
EBITDA3,87 Mrd. CN¥
Nettomarge4,37 %
ROE15,46 %
KGV (TTM)19,71
Erwartetes KGV0
EPS2,73 CN¥
Dividendenrendite3,18 %
52-Wochen-Spanne50,80 CN¥ – 94,68 CN¥

Daten von EODHD, dargestellt in der Berichtswährung; nur zu Informationszwecken, keine Anlageberatung.

Über das Unternehmen

Shenzhen Transsion Holdings Co., Ltd., together with its subsidiaries, provides smart devices and mobile services in Africa, South Asia, Southeast Asia, the Middle East, Latin America, and internationally. The company offers mobile phones, feature phones, and smartphones under the TECNO, itel, and Infinix brands; after-sales services under the Carlcare brand; smart accessories under the oraimo brand; home appliances under the Syinix brand; and mobile internet services and digital products. It also develops smart terminal operating systems, such as HiOS, itelOS, and XOS, as well as independent application software platforms. The company was founded in 2013 and is headquartered in Shenzhen, China.

Hintergrund

Geschichte

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Branchenposition

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Analysen zu dieser Aktie
41/100 Halten Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value Transsion Holdings is an emerging-market handset specialist that sells TECNO, Infinix and itel through roughly 3,500 distributors and 2,500 service outlets, shipping 169.0 million handsets in 2025 for third place globally by units but only eighth by handset revenue. FY2025 revenue fell 4.55% while attributable profit dropped 53.49% to CNY 2.581 billion as memory rose to 28.0% of inventory cost; H1 2026 then rebounded 21.85% and 46.22% with gross margin back at 22.6%, but management credits older cheap inventory, stock doubled to CNY 18.935 billion and operating cash flow swung to negative CNY 5.861 billion. Rating Hold: normalized owner earnings of roughly CNY 2.2 billion put the equity near 30 times, and at CNY 57.82 the stock sits 23% above the CNY 44-47 conservative value, so the next leg is a cash-and-volume test rather than an earnings-growth test. Shenzhen Transsion Holdings Co., Ltd.688036 · ShanghaiConsumer Electronics27. August 2026