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Stock Analysis & ValuationChina All Nation International Holdings Group Limited (8170.HK)

Professional Stock Screener
Previous Close
HK$0.38
Sector Valuation Confidence Level
Moderate
Valuation methodValue, HK$Upside, %
Artificial intelligence (AI)30.187842
Intrinsic value (DCF)1.56311
Graham-Dodd Method0.35-8
Graham Formulan/a

Strategic Investment Analysis

Company Overview

China All Nation International Holdings Group Limited is a Hong Kong-based engineering and construction company providing comprehensive civil engineering services across Hong Kong and mainland China. Operating through multiple segments including contracting, interior design and decoration, property sub-leasing, and commodity trading, the company specializes in structural and geotechnical engineering designs, site supervision, and project management services. Formerly known as KSL Holdings Limited, the company rebranded in 2019 to reflect its expanded national focus. China All Nation serves both private developers and public work projects, offering technical expertise in foundation works and geotechnical engineering while providing logistical planning and resource management for construction sites. As a specialized player in the industrials sector, the company leverages Hong Kong's strategic position as a gateway to China's massive infrastructure development market, positioning itself at the intersection of engineering consulting and practical construction execution in one of the world's most dynamic construction markets.

Investment Summary

China All Nation International presents significant investment risks due to its current financial performance. With zero reported revenue and net income for FY 2023, negative beta of -0.482 indicating counter-cyclical movement relative to the market, and minimal market capitalization of approximately HKD 156 million, the company appears to be in a challenging operational phase. The absence of operating cash flow, cash equivalents, and dividend payments further compounds concerns about liquidity and shareholder returns. While the company operates in the essential infrastructure sector with exposure to both Hong Kong and mainland China markets, its current financial metrics suggest either a transitional period or fundamental business challenges that warrant extreme caution from investors. The company's viability may depend on its ability to secure new contracts and improve its financial position in the competitive engineering and construction landscape.

Competitive Analysis

China All Nation International operates in a highly competitive engineering and construction sector dominated by much larger players with stronger financial resources and established track records. The company's competitive positioning is challenged by its small scale and current lack of revenue generation. While it offers specialized services in geotechnical engineering and foundation works—a niche that requires technical expertise—this specialization may not be sufficient to compete effectively against larger engineering firms that can offer comprehensive turnkey solutions. The company's Hong Kong base provides proximity to China's infrastructure boom but also places it in direct competition with both local Hong Kong contractors and massive mainland Chinese construction giants. Its multi-segment approach spanning contracting, design, property management, and commodity trading suggests a diversification strategy, but this may also indicate a lack of focused competitive advantage. Without demonstrated project wins or revenue streams, assessing the company's actual competitive capabilities remains difficult. The engineering consulting sector typically rewards firms with strong reputations, technical expertise, and financial stability—attributes that appear lacking based on current financial disclosures.

Major Competitors

  • Sunac China Holdings Limited (1918.HK): Sunac is a major Chinese property developer with integrated construction capabilities, offering significantly greater scale and financial resources. While both companies operate in China's construction sector, Sunac focuses on large-scale residential and commercial development compared to China All Nation's specialized engineering consulting. Sunac's weakness includes high debt levels and exposure to China's property market volatility, but its strength lies in comprehensive project delivery capabilities that dwarf China All Nation's niche offerings.
  • China State Construction International Holdings Limited (3311.HK): As a subsidiary of China's largest construction conglomerate, CSCIH possesses unparalleled resources, government connections, and project portfolio. The company dominates infrastructure and building projects across China and internationally, making China All Nation's specialized services appear minuscule by comparison. CSCIH's strengths include massive project financing capability and political connections, while weaknesses include bureaucracy and exposure to geopolitical risks. Their scale completely overshadows China All Nation's operations.
  • Greentown China Holdings Limited (3900.HK): Greentown specializes in premium property development with strong design capabilities, overlapping with China All Nation's interior design segment but at a vastly different scale. The company's strength lies in brand recognition and quality focus, particularly in high-end residential markets. However, Greentown faces challenges from China's property market slowdown and regulatory environment. Compared to China All Nation, Greentown operates at a completely different market tier with established revenue streams and project pipelines.
  • Guangdong Investment Limited (1203.HK): While primarily a water infrastructure company, GDI possesses significant engineering and construction capabilities for water treatment plants and related infrastructure. The company's strengths include stable utility revenue and government contracts, providing financial stability that China All Nation lacks. However, GDI's focus on water infrastructure limits direct competition except in broader civil engineering consulting. Their established position and reliable cash flow contrast sharply with China All Nation's current situation.
  • China Overseas Land & Investment Limited (0688.HK): COLI is one of China's largest property developers with strong construction and project management capabilities. The company's strengths include financial discipline, brand reputation, and extensive land bank, while weaknesses include exposure to property market cycles. COLI's integrated development model encompasses everything from land acquisition to construction and sales, positioning it as a much more comprehensive player than China All Nation's specialized consulting approach.
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