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To own Wasion today, you need to believe that its smart metering and energy management solutions can keep winning both at home and overseas despite fierce price competition and rapid tech change. The record share price and strong recent tender wins support the short term catalyst of continued contract momentum, but they do not remove key risks around customer concentration and potential margin pressure.
The recent State Grid tender result on 27 May 2025, where Wasion ranked first by total contract sum, is especially relevant here because it reinforces how central large grid tenders remain to its growth story and earnings volatility. This kind of contract strength can underpin confidence in the company’s expansion into energy efficient solutions, while still leaving investors exposed if procurement schedules or competitive dynamics shift suddenly.
Yet, against these contract wins, investors should be aware of how concentrated exposure to major grid tenders could affect...
Read the full narrative on Wasion Holdings (it's free!)
Wasion Holdings' narrative projects CN¥15.7 billion revenue and CN¥1.7 billion earnings by 2028. This requires 18.9% yearly revenue growth and an earnings increase of roughly CN¥900 million from about CN¥814.2 million today.
Uncover how Wasion Holdings' forecasts yield a HK$14.57 fair value, a 3% downside to its current price.
Eight fair value estimates from the Simply Wall St Community range from HK$5.20 to HK$4,902.12, showing just how far apart individual views can be. When you set those opinions against the risk of intensifying price competition in smart meters, it underlines why checking several perspectives on Wasion’s earnings resilience may matter for your own expectations.
Explore 8 other fair value estimates on Wasion Holdings - why the stock might be worth less than half the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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