Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
3750.HK [bullish]
Contemporary Amperex Technology Co., Limited
-24.09%
current return
Author Info
No bio for this author
Company Info
Contemporary Amperex Technology Co., Limited, together with its subsidiaries, engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
Market Cap
CNY 1.4T
Pitch Price
CNY 591.00
Price Target
N/A
Dividend
2.80%
EV/EBITDA
9.40
P/E
15.96
EV/Sales
2.19
Sector
Electrical Equipment
Category
growth
Antipodes Global Value New Position: Contemporary Amperex Technology Co., Limited
3750.HK (re-initiated position): Global EV battery leader benefiting from domestic EV passenger/truck adoption + gaining EU market share (40% of gross profit overseas). Rising demand + supply reform driving profit inflection. 15x fwd P/E despite ~20% annual earnings growth medium-term.
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