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Employees: 155
Size Transtech Optelecom Science (9963.HK) is a Hong Kong Industrials company (Electrical Products) with a market value of $467M, the 772nd largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$9.46 on 6 Nov 2026.
Performance Over six months the shares gained 62.8%, against -30.4% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 76.4% over the last twelve months (peer median +9.5%); the operating margin is -3.1% (peer median 1.4%).
Valuation It trades at 18.2× enterprise value to sales against a peer median of 1.9× (most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 55% a year for seven years (Req g). Recent delivered growth is -18%, so the hurdle is +73 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 7.0 points below its cost of capital (5.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$201M | HK$96.2M | HK$148M | HK$174M | HK$233M |
| Revenue growth | — | -35% | -15% | -25% | — |
| Gross profit | HK$59.4M | -HK$5.15M | -HK$275,000 | HK$17.5M | HK$29.9M |
| EBITDA | -HK$1.91M | -HK$66.9M | -HK$63.9M | -HK$14.6M | -HK$49.6M |
| Net income | -HK$43.3M | -HK$98.3M | -HK$94.8M | -HK$64.2M | -HK$70.8M |
| Free cash flow | HK$9.99M | -HK$12.7M | HK$18.1M | -HK$25.1M | HK$51.9M |
| Capital expenditure | HK$9.06M | HK$587,000 | HK$151,000 | HK$17.9M | HK$1.03M |
| Total debt | n/a | HK$24.8M | HK$25.3M | HK$37.6M | HK$55.8M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 9963.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.3% | -10.9% | 2nd highest of 21 |
| 6-month return | +62.8% | -30.4% | highest of 21 |
| Distance from 52-week high | -29.8% | -47.0% | 3rd highest of 21 |
| Revenue growth (TTM) | +76.4% | +9.5% | highest of 21 |
| Operating margin | -3.1% | 1.4% | 5th lowest of 21 |
| EV / Sales | 18.2× | 1.9× | most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 54.9% | 8.5% | most demanding of 9 |
| Growth delivered (Del g) | -18.2% | +5.1% | lowest of 9 |
| Hurdle (Req g minus delivered) | +73.1 pp | -0.2 pp | most demanding of 9 |
| ROIC minus cost of capital | -7.0 pp | -4.3 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Transtech Optelecom Science 9963.HK | Hong Kong | $467M | +63% | +76% | -3% | 18.2× | 54.9% | -18.2% |
| SolaX Power Network Technology (Zhejiang) 688717.SS | China | $468M | -68% | +57% | 0% | 0.5× | n/a | n/a |
| Song Chuan Precision 7788.TW | Taiwan | $467M | +15% | +34% | 9% | 2.3× | n/a | n/a |
| Cheng Mei Materials Technology 4960.TW | Taiwan | $470M | -36% | -7% | -14% | 1.9× | n/a | n/a |
| Tianneng Power International 0819.HK | Hong Kong | $470M | -47% | +6% | 1% | 0.2× | -1.3% | -0.6% |
| Taier Heavy Industry 002347.SZ | China | $471M | -22% | -1% | -7% | 2.9× | 18.1% | +6.1% |
| Maxell 6810.T | Japan | $474M | +2% | +6% | 6% | 0.6× | -1.1% | -1.4% |
| Jiangsu Ruitai New Energy Materials 301238.SZ | China | $474M | -34% | +50% | -5% | n/a | n/a | n/a |
| Senci Electric Machinery 603109.SS | China | $460M | -33% | -3% | 4% | 1.0× | 18.1% | +13.4% |
| Shanghai XFH Technology 300890.SZ | China | $475M | -35% | +52% | 7% | 2.7× | n/a | n/a |
| Sinostar Cable 300933.SZ | China | $477M | -29% | +13% | 0% | 1.3× | n/a | n/a |
| Zhejiang Tengen Electrics 605066.SS | China | $477M | -21% | -3% | 0% | 1.0× | n/a | n/a |
| Daewon Cable 006340.KS | South Korea | $457M | -49% | +38% | 2% | 0.8× | n/a | n/a |
| Sichuan Zhongguang Lightning Protection Technologies 300414.SZ | China | $478M | -31% | +21% | 3% | 4.7× | n/a | n/a |
| Lanzhou Greatwall Electrcal 600192.SS | China | $453M | -17% | -6% | -23% | 3.0× | n/a | n/a |
| Anfu CE LINK 300787.SZ | China | $484M | -4% | +17% | -1% | 1.3× | n/a | n/a |
| Changzhou Xiangming Intelligent Drive System 301226.SZ | China | $450M | -29% | +4% | 1% | 4.8× | 38.8% | -1.6% |
| Nantong Xingqiu Graphite 688633.SS | China | $490M | -47% | +44% | 31% | 2.0× | -6.5% | +7.6% |
| SEMCNS 252990.KS | South Korea | $492M | -20% | +66% | 29% | 5.9× | 14.8% | +16.8% |
| Takaoka Toko 6617.T | Japan | $443M | -40% | +6% | 9% | 0.5× | 2.3% | +4.0% |
| Shanghai Morn Electric Equipment 002451.SZ | China | $443M | -30% | -4% | 2% | 2.5× | n/a | n/a |