Assessing TCL Electronics (SEHK:1070) Valuation After A Strong Share Price Run

Simply Wall St.02-06

TCL Electronics Holdings (SEHK:1070) has caught investor attention after a strong period for the share price, with total return over the past year above 90% and over the past 3 months above 30%. See ...

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See ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/consumer-durables/hkg-1070/tcl-electronics-holdings-shares/news/assessing-tcl-electronics-sehk1070-valuation-after-a-strong\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing TCL Electronics (SEHK:1070) Valuation After A Strong Share Price Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing TCL Electronics (SEHK:1070) Valuation After A Strong Share Price Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/consumer-durables/hkg-1070/tcl-electronics-holdings-shares/news/assessing-tcl-electronics-sehk1070-valuation-after-a-strong><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TCL Electronics Holdings (SEHK:1070) has caught investor attention after a strong period for the share price, with total return over the past year above 90% and over the past 3 months above 30%. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/consumer-durables/hkg-1070/tcl-electronics-holdings-shares/news/assessing-tcl-electronics-sehk1070-valuation-after-a-strong\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001051.SGD","symbol_name":"United Asia Fund SGD","start_time":0,"source_url":"https://simplywall.st/stocks/hk/consumer-durables/hkg-1070/tcl-electronics-holdings-shares/news/assessing-tcl-electronics-sehk1070-valuation-after-a-strong","article_id":"2609074559","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4111000-choice2-main-header/1585187046786"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/consumer-durables/hkg-1070/tcl-electronics-holdings-shares/news/assessing-tcl-electronics-sehk1070-valuation-after-a-strong","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609074559","pubTimestamp":1770344135,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"TCL Electronics Holdings (SEHK:1070) has caught investor attention after a strong period for the share price, with total return over the past year above 90% and over the past 3 months above 30%.\nSee our latest analysis for TCL Electronics Holdings.\nAt the current share price of HK$12.43, TCL Electronics Holdings has seen strong momentum, with a 20.45% 1 month share price return contributing to a three year total shareholder return of 279.36%, although the latest 1 day move was a 1.35%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999001051.SGD":"United Asia Fund SGD","BK1096":"消费电子产品","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","BK1557":"家电股","01070":"TCL电子"},"translate_title":"在股价强劲上涨后评估TCL电子(SEHK：1070)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"01070":0.9},"content_text":"TCL Electronics Holdings (SEHK:1070) has caught investor attention after a strong period for the share price, with total return over the past year above 90% and over the past 3 months above 30%. See our latest analysis for TCL Electronics Holdings. At the current share price of HK$12.43, TCL Electronics Holdings has seen strong momentum, with a 20.45% 1 month share price return contributing to a three year total shareholder return of 279.36%, although the latest 1 day move was a 1.35% decline. If TCL's recent run has you looking beyond a single name, it could be a good moment to broaden your watchlist with our 103 top founder-led companies as potential long term compounders. So with TCL trading at HK$12.43, showing an intrinsic discount of about 44% and a price target of HK$14.09, you have to ask: is this genuine value or is the market already pricing in future growth? AdvertisementPrice to Earnings of 14.2x: Is it justified? On a P/E of 14.2x, TCL Electronics Holdings trades at a higher earnings multiple than the Hong Kong Consumer Durables industry average of 8.7x, yet sits below the peer group average of 32.1x cited in our checks. The P/E ratio compares the current share price to earnings per share, so it effectively tells you how much investors are paying for each dollar of current earnings. For TCL, this multiple sits in a middle ground, with one data point flagging it as good value against peers at 32.1x, and another suggesting it is expensive relative to both the industry average of 8.7x and the estimated fair P/E of 13.2x. Against the wider Consumer Durables industry, TCL's 14.2x P/E looks punchy, given the sector average sits at 8.7x, which implies the market is assigning a premium multiple. However, when compared with the estimated fair P/E of 13.2x that our work points to as a level the market could move towards over time, the current multiple is only modestly higher, and far lower than the 32.1x peer average that frames it as good value in that context. Explore the SWS fair ratio for TCL Electronics Holdings Result: Price-to-earnings of 14.2x (ABOUT RIGHT) However, you still need to watch for pressure on margins in hardware heavy segments and for any setback in the higher growth internet or photovoltaic businesses. Find out about the key risks to this TCL Electronics Holdings narrative. Another View: What Does The Cash Flow Say? While the 14.2x P/E suggests TCL Electronics Holdings is roughly in line with its fair ratio of 13.2x, our DCF model presents a different perspective. With the shares at HK$12.43 versus a DCF fair value of HK$22.07, TCL appears materially undervalued based on projected cash flows. Which signal do you rely on more: today’s earnings multiple, or the longer term cash outlook? Look into how the SWS DCF model arrives at its fair value. 1070 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out TCL Electronics Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 234 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own TCL Electronics Holdings Narrative If parts of this view do not sit right with you, or you simply prefer to work from your own numbers, you can build a full narrative in just a few minutes, starting with Do it your way. A great starting point for your TCL Electronics Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Ready to hunt for your next opportunity? If TCL has earned a spot on your watchlist, do not stop there. Widen your scope with a few focused ideas that could help sharpen your portfolio.  Target potential mispricings by checking our 234 high quality undervalued stocks, which pairs solid fundamentals with prices that may not fully reflect their underlying businesses. Explore income opportunities by scanning 438 dividend fortresses, which focuses on sturdy 5%+ yields backed by more resilient payout profiles. Prioritise resilience by shortlisting companies from our 331 resilient stocks with low risk scores, which score well on stability, balance sheet strength and risk 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 TCL Electronics Holdings 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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