A Look At Leapmotor (SEHK:9863) Valuation After Clarifying Independent Domestic Share Subscription

Simply Wall St.02-02

Zhejiang Leapmotor Technology (SEHK:9863) has detailed a domestic share subscription under its general mandate, highlighting state owned Jinyi High-Tech as an independent, non connected investor and ...

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See our latest analysis for Zhejiang Leapmotor Technology. At a latest share price of HK$42.42, Zhejiang Leapmotor Technology’s short term share price returns, including a 30 day share price return of a 14.41% decline and a 90 day share price return of a 27.61% decline, contrast with a 1 year total shareholder return of 31.53% and a 3 year total shareholder return of 50.69%. This suggests longer term momentum has been stronger even as recent sentiment has cooled following earlier updates and the latest share subscription announcement. If Zhejiang Leapmotor’s recent moves have you looking more broadly at electric and traditional car makers, it could be a good moment to scan auto manufacturers for other ideas in the sector. With the shares trading at HK$42.42 relative to an indicated intrinsic value gap and analyst price target, is Leapmotor still trading at a discount that offers upside, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 48.2% Undervalued With Zhejiang Leapmotor Technology last trading at HK$42.42 against a most followed fair value estimate of HK$81.83, the narrative is leaning toward a sizeable valuation gap that rests heavily on aggressive growth and margin assumptions.  International expansion (leveraging Stellantis and FAW partnerships) in multiple regions with localized production and distribution (over 600 overseas outlets, production in Malaysia/Europe starting 2026, leadership in overseas start up exports) increases volume potential and diversifies revenue streams, while regulatory tailwinds (carbon credits, EV incentives) drive additional non auto and auto revenue.  Read the complete narrative. Curious what kind of revenue climb, margin shift and future earnings multiple are baked into that HK$81.83 line? The most followed narrative lays out an aggressive growth runway, rising profitability and a premium P/E that together need to line up almost perfectly. If you want to see exactly which assumptions have to hold to support a near doubling from HK$42.42, the full story is in the detailed projections and scenario work behind that fair value. Result: Fair Value of HK$81.83 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on overseas expansion and subsidy support holding up. As a result, any partnership setbacks or policy changes could quickly challenge the upbeat valuation story. Find out about the key risks to this Zhejiang Leapmotor Technology narrative.  Build Your Own Zhejiang Leapmotor Technology Narrative If you are not fully on board with this view, or simply prefer to test the assumptions yourself, you can pull up the same data, adjust the key drivers in a few minutes and Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Zhejiang Leapmotor Technology. Looking for more investment ideas? Do not stop at one story; the market is full of other angles and you may miss useful insights if you ignore the rest of the data.  Spot potential high risk, high reward setups by scanning these 3526 penny stocks with strong financials that meet your own filters on size, liquidity and financial strength. Target companies tied to artificial intelligence trends by sorting through these 24 AI penny stocks and focusing on the themes that actually interest you. Focus on valuation first by checking these 877 undervalued stocks based on cash flows that line up with your preferred quality, growth and balance sheet metrics.   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.Valuation is complex, but we're here to simplify it.Discover if Zhejiang Leapmotor Technology might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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