Dongfang Electric (SEHK:1072) Is Up 11.4% After Winning Kazakhstan AI Data Center Power Deal

Simply Wall St.12-18 13:22

Earlier in December 2025, Dongfang Electric Corporation Limited secured a major order to supply core equipment for a 50MW combined-cycle power project in Zhambyl, Kazakhstan, underlining its role in ...

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The deal spotlights how growing demand for gas-fired power to support AI data centers is opening new overseas growth avenues for the company. We’ll now examine how this new Kazakhstan order, tied to rising power needs from AI infrastructure, shapes Dongfang Electric’s investment narrative. Find companies with promising cash flow potential yet trading below their fair value.What Is Dongfang Electric's Investment Narrative?To own Dongfang Electric today, you need to believe it can turn its strong position in power equipment into durable earnings growth, even as its margins and return on equity remain modest and a relatively new board and management team find their footing. The recent 50MW Kazakhstan gas-turbine order, linked to AI data center power needs, fits neatly into the existing growth story: expanding overseas gas and renewable exposure while leveraging self-developed technology. Given the company’s sizeable 2025 revenue base and the already very large share price gain over the past year, this single contract is unlikely to be a game‑changer on its own, but it reinforces one of the key short-term catalysts: evidence that international demand for gas-fired capacity can complement slower domestic revenue growth. At the same time, the sharp share price move and “overbought” technical signals keep valuation risk very much in focus. However, that rapid rerating also brings valuation and execution risks that investors should not ignore.\n\nDongfang Electric's shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.Exploring Other PerspectivesSEHK:1072 1-Year Stock Price Chart The Simply Wall St Community’s two fair value estimates span from about HK$6.55 to HK$24.82, underscoring how far apart individual views can be. Set against recent contract wins linked to AI-driven power demand, this dispersion underlines why you may want to weigh both growth optionality and the risk of the stock having run ahead of fundamentals.Explore 2 other fair value estimates on Dongfang Electric - why the stock might be worth as much as 6% more than the current price!Build Your Own Dongfang Electric NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Dongfang Electric research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free Dongfang Electric research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dongfang Electric's overall financial health at a glance.Interested In Other Possibilities?Opportunities like this don't last. These are today's most promising picks. Check them out now:This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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