Geely Automobile Holdings (SEHK:175) Valuation After 2030 One Geely Growth Plan And NEV Expansion Update

Simply Wall St.01-26 15:15

AdvertisementGeely’s long term growth blueprint and why it matters for shareholders Geely Automobile Holdings (SEHK:175) is in focus after parent Geely Holding Group set out a 2030 blueprint targeting...

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This roadmap gives investors fresh context for Geely...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"80175":"吉利汽车-R","BK1589":"北水核心资产","BK1119":"汽车制造商","LU1861214812.USD":"Blackrock Future of Transport A2 USD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","NEV":"Nuveen Enhanced Municipal Value","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","00175":"吉利汽车","GELYY":"吉利汽车ADR","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","BK1539":"汽车股","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK1521":"挪威政府全球养老基金持仓","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC"},"translate_title":"吉利汽车控股（SEHK：175）2030年后的估值吉利增长计划和新能源汽车扩张更新","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"GELYY":0.6,"00175":0.9,"EVS.SI":0.6,"NEV":1.5},"content_text":"AdvertisementGeely’s long term growth blueprint and why it matters for shareholders Geely Automobile Holdings (SEHK:175) is in focus after parent Geely Holding Group set out a 2030 blueprint targeting more than 6.5 million global vehicle sales, with 75% from new energy models, under its “One Geely” coordination plan. The group also intends to lift overseas volumes to over one third of deliveries and prioritise green technologies and autonomous driving. This roadmap gives investors fresh context for Geely Automobile’s current valuation and growth ambitions. See our latest analysis for Geely Automobile Holdings. Geely Automobile’s HK$16.89 share price sits against a year to date share price return of a 7.2% decline, while the 1 year total shareholder return of 19.05% points to stronger gains when dividends are included. This suggests past momentum that has eased in recent months as investors weigh the longer term growth blueprint against current execution and risk. If this update has you rethinking auto exposure, it could be a good moment to scan other names in the space using our auto manufacturers as a starting point. With Geely Automobile trading at HK$16.89 and sitting at a sizeable discount to both some analyst targets and certain intrinsic value estimates, you have to ask: is this a genuine value opportunity, or is future growth already reflected in the price? Most Popular Narrative: 36% Undervalued Compared to Geely Automobile Holdings’ last close at HK$16.89, the most followed narrative pegs fair value at HK$26.38, using a detailed multi year earnings and revenue path discounted at 10.90%.  Geely's strategy of launching 10 new NEV models in 2025 and continuing global expansion is likely to impact revenue positively by increasing market penetration and sales volume. The integration of smart driving technologies, including AI applications and autonomous driving features, is expected to enhance the product offering, potentially leading to higher average selling prices and improved net margins.  Read the complete narrative. Analysts are tying this fair value to a specific mix of faster top line growth, slightly slimmer margins and a future earnings multiple below the current sector level. Curious how those pieces fit together into HK$26.38 per share and what assumptions have to hold for that gap to close? Result: Fair Value of HK$26.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Geely defending margins in a crowded NEV market and successfully integrating Zeekr and Lynk & Co, without cost or execution setbacks. Find out about the key risks to this Geely Automobile Holdings narrative.  Build Your Own Geely Automobile Holdings Narrative If you interpret the data differently or prefer to test your own assumptions, you can build a personalised Geely view in just a few minutes with Do it your way. A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Geely Automobile Holdings. Looking for more investment ideas? If you are serious about sharpening your portfolio, do not stop at a single stock. Use targeted screens to quickly sort through opportunities that actually fit your style.  Target potential turnaround stories by scanning these 3523 penny stocks with strong financials that already show stronger balance sheets and more resilient financial profiles than many expect. Zero in on companies with market expectations below their cash flow potential by reviewing these 874 undervalued stocks based on cash flows and seeing which names line up with your risk tolerance. Strengthen your income stream by filtering for these 13 dividend stocks with yields > 3%. This may fit a long term, yield focused approach without needing to comb through every stock manually.   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.New: 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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