Added to YB: 2025-03-28
Pitch date: 2025-03-27
300750.SZ [bullish]
Contemporary Amperex Technology Co., Limited
+13.51%
current return
Author Info
Panda Perspectives helps manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. Sign up for the newsletter.
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 245.35
Price Target
377.00 (+35%)
Dividend
2.80%
EV/EBITDA
9.40
P/E
15.96
EV/Sales
2.19
Sector
Electrical Equipment
Category
growth
Cash, Chemistry, Catalysts: Why CATL’s HK Listing Could Spark a Rerate
300750.SZ: Leader in EV & ESS batteries. 15% net profit growth despite revenue drop. Strong margins (24.5% EBITDA), ROE (24%), FCF (Rmb65.9B). Expanding globally, innovating with sodium-ion & LRS model. Undervalued at 17.5x P/E vs peers. HK listing could spark re-rating.
Read full article (22 min)