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Stock Analysis & ValuationEvershine Group Holdings Limited (8022.HK)

Professional Stock Screener
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HK$0.01
Sector Valuation Confidence Level
Moderate
Valuation methodValue, HK$Upside, %
Artificial intelligence (AI)n/an/a
Intrinsic value (DCF)n/a
Graham-Dodd Methodn/a
Graham Formula0.696760

Strategic Investment Analysis

Company Overview

Evershine Group Holdings Limited is a Hong Kong-based conglomerate with a highly diversified business portfolio spanning multiple sectors across Greater China and Turkey. The company operates through several distinct segments including chrome ore trading, property development and investment, money lending services, mobile application development, cemetery operations, and fashion garment retail. Founded in 1997 and headquartered in Wan Chai, Hong Kong, Evershine demonstrates a unique conglomerate structure that combines traditional industrial activities with emerging digital services. The company's property segment engages in building construction and property leasing, while its technology division focuses on mobile game development and application publishing. Evershine's geographic reach extends to mainland China, Hong Kong, and Turkey, providing some regional diversification. This diversified approach positions Evershine as a multifaceted industrial conglomerate operating at the intersection of traditional commodities, real estate, financial services, and digital technology sectors in Asian markets.

Investment Summary

Evershine Group presents significant investment risks based on its FY2019 financial performance. The company reported a substantial net loss of HKD 93.08 million despite generating HKD 3.44 million in revenue, indicating severe operational challenges and potential structural issues. Negative operating cash flow of HKD 4.20 million combined with high total debt of HKD 179.75 million raises serious liquidity concerns. The company's extremely diversified but seemingly unrelated business segments may indicate a lack of strategic focus, while the negative earnings per share of HKD -0.0516 and absence of dividend payments further diminish investment appeal. The low beta of 0.445 suggests some defensive characteristics, but the overall financial health appears precarious, making this a high-risk investment proposition suitable only for speculative investors comfortable with significant potential losses.

Competitive Analysis

Evershine Group operates in a challenging competitive position due to its extremely diversified but seemingly disconnected business portfolio. The company lacks clear competitive advantages in any single segment, competing against specialized players in each industry. In property development, it faces established Hong Kong and Chinese real estate giants with superior scale and expertise. In chrome ore trading, it competes with commodity trading specialists with stronger global networks. The mobile gaming segment pits Evershine against well-funded tech companies with deeper technological capabilities and larger user bases. The cemetery business faces competition from specialized funeral service providers with established reputations. The company's main potential advantage lies in its conglomerate structure, which could provide diversification benefits, but this appears theoretical given the poor financial performance across segments. The lack of scale in any individual business line, combined with negative cash flows and high debt levels, severely limits Evershine's ability to compete effectively against focused competitors in any of its operating segments. The company's geographic spread across Hong Kong, China, and Turkey adds operational complexity without demonstrating clear strategic benefits.

Major Competitors

  • Henderson Land Development Company Limited (0012.HK): Henderson Land is a major Hong Kong property developer with significantly larger scale and financial resources than Evershine. The company possesses extensive land bank, strong brand recognition, and decades of experience in property development. However, Henderson focuses primarily on premium residential and commercial properties in Hong Kong and mainland China, lacking Evershine's diversified business model across multiple sectors including commodities and technology.
  • Hang Lung Properties Limited (101.HK): Hang Lung Properties is a leading property developer and investor with premium commercial properties in Hong Kong and mainland China. The company boasts strong rental income streams and financial stability that Evershine lacks. Hang Lung's focused property strategy contrasts with Evershine's diversified approach, but its financial strength and operational expertise in prime real estate represent significant competitive advantages in the property segment.
  • China Overseas Land & Investment Limited (0688.HK): China Overseas Land is one of China's largest property developers with massive scale, strong government connections, and nationwide presence. The company dominates the mainland Chinese property market with extensive resources that dwarf Evershine's capabilities. However, China Overseas focuses exclusively on property development, unlike Evershine's diversified business model spanning multiple industries beyond real estate.
  • 0700.HK (Tencent Holdings Limited): Tencent dominates the mobile gaming and application market in China with unparalleled resources, technology, and user base. The company's gaming division generates billions in revenue, completely overshadowing Evershine's mobile application efforts. Tencent's massive R&D budget, popular game franchises, and ecosystem advantages make competition nearly impossible for smaller players like Evershine in the digital entertainment space.
  • NTES (Netease, Inc.): Netease is a major Chinese technology company with strong gaming and mobile application businesses. The company possesses significant game development expertise, popular IP, and substantial financial resources that Evershine cannot match. Netease's focused approach to gaming and technology contrasts with Evershine's conglomerate model, giving Netease superior competitive positioning in the digital entertainment sector.
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