ShareValue scores for 2636.HK: Valuation 83, Quality 73, Growth 50, Health 65.
2636.HKHKEX
Shenzhen Transsion Holdings Co., Ltd.
2636.HKHKEX
Shenzhen Transsion Holdings Co., Ltd.
Updated
Scored on 688036.SHG, its home listing
Pulse
Pulse
Fundamental Rating
Value Trap Risk
If P/E met sector median
Rating
Trap Risk
P/E to median
vs Shanghai-listed Technology stocks
Company Details
Shenzhen Transsion Holdings Co., Ltd., together with its subsidiaries, provides smart devices and mobile internet 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; laptops, tablets, and TWS earbuds; energy storage, including hybrid inverter and portable energy storage system under the itel Energy and DYQUE Energy brands; lightweight electric mobility devices, including components and parts for two wheeled electric vehicles and three-wheeled electric vehicles, under brand Revoo; mobile Internet services, including application downloads, gaming, and content viewing; 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 incorporated in 2013 and is headquartered in Shenzhen, China.
Score Analysis
AI Investment Thesis
Shenzhen Transsion Holdings Co., Ltd. is undervalued: its P/E of 17.9 is lower than 97% of Shanghai-listed Technology stocks and its P/S of 0.78 lower than 97% of peers.
Profitability is the standout fundamental, with ROE of 14.92% and a 4.62% margin far above the 3.8% and 1.0% global sector averages, though Q3 gross margin gains mask weak cash conversion.
Its Hong Kong debut on 15 October 2026 raised about HK$3.06 billion at HK$35.30, giving a second listing venue for global expansion but opening down over 7%.