Perfil de la empresa · Technology

Shenzhen Transsion Holdings Co Ltd

688036 · Shanghái
Industria
Consumer Electronics
Bolsa
Shanghái
País / Región
China
Empleados
26.116
Sitio web
www.transsion.com
Precio actual
¥53.8
En vivo · 5 de octubre de 2026
Compra razonable
≤ ¥38
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
41/100
Floja
Buffett Score
69/100
Sólida
Valor intrínseco · Rango en tres niveles Precio actual ¥53.8 En vivo · Dentro del rango de valor intrínseco razonable

Rango de valoración compuesto · conservador ¥35–¥38 / razonable ¥52–¥76 / optimista ¥94–¥99. A ¥53.8, Dentro del rango de valor intrínseco razonable.

Al publicar ¥57.82 (27 de agosto de 2026)

Resumen financiero
Capitalización61,93 mil M CNY
Ingresos (TTM)71,95 mil M CNY
EBITDA3871,43 M CNY
Margen neto4,37 %
ROE15,46 %
PER (TTM)19,71
PER previsto0
BPA2,73 CNY
Rentabilidad por dividendo3,18 %
Rango de 52 semanas50,80 CNY – 94,68 CNY

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Sobre la empresa

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.

Información general

Historia

PróximamenteEsta sección se está completando; vuelve pronto.

Posición en el sector

PróximamenteEsta sección se está completando; vuelve pronto.

Análisis sobre este valor
41/100 Mantener 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 · ShangháiConsumer Electronics27 de agosto de 2026