Handelsavisen
prelaunch
18
1860.HK HKEX Advertising & Marketing

Mobvista Inc

HK$14,36
Open in Charts → Attach watcher ⌖
HKD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
Op margin
5,0 %
ROE
21,3 %
Net margin
3,0 %
Debt / equity
0,08
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Mobvista Inc is a digital advertising and marketing technology company that provides programmatic advertising solutions and mobile marketing services to global advertisers and app developers.

Business. Mobvista Inc (1860.HK) is an advertising and marketing company listed on the Hong Kong Stock Exchange. The firm operates within the Cyclical Consumer Services sector, specifically focusing on advertising and marketing activities. Specific details regarding its operating segments and geographic presence are not provided in the available data. The company is headquartered in a location not specified in the current records.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target26,03

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
26,03
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
21,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 1860.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 1860.HK. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Mobvista Inc (1860.HK) is an advertising and marketing company listed on the Hong Kong Stock Exchange. The firm operates within the Cyclical Consumer Services sector, specifically focusing on advertising and marketing activities. Specific details regarding its operating segments and geographic presence are not provided in the available data. The company is headquartered in a location not specified in the current records.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryAdvertising & Marketing
    AI synthesis
    GENERATED

    Mobvista's capital structure is characterized by a low debt-to-equity ratio of 0.08, indicating a conservative leverage profile. The company's liquidity position is moderate, with a current ratio of 0.97, suggesting that it may face challenges in meeting short-term obligations without additional cash flow. Free cash flow stands at $80.7 million, which is a positive sign for operational efficiency and reinvestment potential.

    Profitability metrics show a return on equity (ROE) of 21.29% and a return on assets (ROA) of 6.97%, both of which are strong relative to the industry median. The company's operating margin is 4.99% (calculated from operating income of $102.5 million on revenue of $2.05 billion), which is in line with the industry's median operating margin of 5.0%. This suggests that Mobvista is performing in line with its peers in terms of operational efficiency.

    Mobvista's revenue is concentrated in a single business segment, with no disclosed geographic breakdown. This lack of diversification increases exposure to market-specific risks, particularly in the digital advertising sector, which is sensitive to macroeconomic shifts and platform policy changes.

    The company's growth trajectory is modest, with no disclosed revenue growth rate in the latest period. Analysts have assigned a mean price target of $26.03, with a mean recommendation of 2.00 (indicating a "Buy" rating). However, the absence of strong-buy ratings suggests limited upside potential in the near term.

    Risk factors include moderate liquidity risk due to a current ratio below 1 and a negative net cash position after subtracting total debt. The dilution risk is low, with no near-term pressure from share issuance. However, the company's reliance on a single business model and exposure to global digital advertising trends pose long-term uncertainties.

    Recent events include the publication of the latest financial results, which show a net income of $61.6 million. No material events or regulatory actions have been disclosed in the most recent filings or transcripts.

    Key takeaways
    • Mobvista maintains a conservative capital structure with a low debt-to-equity ratio of 0.08.
    • The company's ROE of 21.29% and ROA of 6.97% indicate strong profitability relative to industry norms.
    • Revenue concentration in a single business segment increases exposure to market-specific risks.
    • Analysts have assigned a "Buy" rating with a mean price target of $26.03, but no strong-buy ratings are present.
    • Liquidity risk is moderate, with a current ratio of 0.97 and a negative net cash position after debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    HK$14,36
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    HK$289.4M
    Net cash
    -HK$23.7M
    Current ratio
    1.0
    Debt / equity
    0.1
    ROA
    7.0%
    ROE
    21.3%
    Cash conversion
    348.0%
    CapEx / revenue
    -2.6%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,09
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-20 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,09
    Revenueno estimateno estimate2,5B USD
    Operating incomeno estimateno estimate89,8M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price targetHK$26,03 · Median HK$26,03
    Low HK$26,03High HK$26,03
    Operating income · consensus89,8M USD
    EPS surprise
    −32,2 %
    reported vs consensus · miss
    Revenue surprise
    −18,8 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowHK$26,03
    MeanHK$26,03
    MedianHK$26,03
    HighHK$26,03
    SpotHK$14,36
    +81.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin5,0 %Above median
    Net Margin3,0 %Above median
    ROE21,3 %Best in class
    Capex / Rev-2,6 %Below median
    D/E0,08Above median
    Cash Conv3,48Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Mobvista Inc Market data — financials · 2026-05-26
    • Mobvista Inc Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    1860.HKCanonical
    HKEX · HKD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage