Added to YB: 2025-12-09
Pitch date: 2025-12-03
2722.HK [bullish]
Chongqing Machinery & Electric Co., Ltd.
-23.75%
current return
Author Info
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Company Info
Chongqing Machinery & Electric Co., Ltd., together with its subsidiaries, designs, manufactures, and sells clean energy equipment and high-end smart manufacturing equipment.
Market Cap
HKD 4.8B
Pitch Price
HKD 1.86
Price Target
N/A
Dividend
4.88%
EV/EBITDA
6.56
P/E
5.24
EV/Sales
0.32
Sector
Industrial Conglomerates
Category
growth
Walden 3 Research | November Portfolio - Chongqing Machinery & Electric Co., Ltd.
2722.HK (holding update): Chongqing Machinery surged to HKD 2.61 before tourist liquidity panic to HKD 1.82 range. Added 500K shares at HKD 1.87 on MSCI inclusion. Cummins JV showing 53.8% YOY net profit growth H1, driven by China data center backup power demand. CMI +18% Power Systems revenue confirms thesis.
Read full article (1 min)