Contemporary Amperex Technology Co., Limited
Thesis
CATL is positioned to lead the battery industry due to its product innovation, strong R&D capabilities, and management expertise. The stock is undervalued with a current P/E of 22x, which is near all-time lows, while expected EPS growth is projected at 40% CAGR over FY22-25, suggesting significant upside potential.
Did it work?
While the thesis highlights CATL's strong positioning in the battery industry and projected EPS growth, there is no available price performance data to assess whether the stock has appreciated or depreciated since the pitch. Additionally, with 46 months elapsed, which is more than half of the stated horizon, we would need to see concrete evidence of the expected growth to make a definitive judgment. Therefore, the outcome remains uncertain.
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