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bullish
Sangfor Technologies (300454 CH) - Revenue Growth and Margin Profile Should Support Valuation
416 Views18 Nov 2021 07:37
SUMMARY
- Sangfor is a leading cybersecurity products and solutions provider in China
- Over the past 5 years, Sangfor delivered revenue CAGR of 32.9% and GP margins stable at 73.9%. The high GP margins are testament to Sangfor's strong product differentiation
- CAS No. 14 affects Sangfor's security product revenues but this could be mitigated by fast growing cloud computing and wireless infrastructure services
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Jason Yap, CFA
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