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0948.HK HKEX Food Retail & Distribution

0948.Hk

HK$0,28
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Mcap
P/E
EV / Rev
Div yield
Op margin
-482,1 %
ROE
282,1 %
Net margin
-486,8 %
Debt / equity
-1,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Food & Drug Retailing industry, generating revenue primarily through the retail sale of food and drug products to consumers.

Business. The company operates in the Food & Drug Retailing industry, generating revenue primarily through the retail sale of food and drug products to consumers.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryFood Retail & Distribution
ActivityFood & Drug Retailing
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
282,1 %
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 0948.
  • 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+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−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 0948.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

    The company operates in the Food & Drug Retailing industry, generating revenue primarily through the retail sale of food and drug products to consumers.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryFood Retail & Distribution
    ActivityFood & Drug Retailing
    AI synthesis
    GENERATED

    The company's capital structure is highly leveraged, with total liabilities of HKD 21.95 billion and total equity of HKD -6.99 billion, resulting in a debt-to-equity ratio of -1.0. Liquidity is constrained, as evidenced by a current ratio of 0.13, indicating that the company's current assets are significantly lower than its current liabilities. The negative net cash position, after subtracting total debt, further highlights the company's liquidity challenges.

    Profitability is severely underperforming, with a net loss of HKD 197.27 million and an operating loss of HKD 195.34 million. The return on assets is negative at -1.32%, and the return on equity is 2.82%, which is likely driven by the negative equity base. These metrics fall well below the typical performance of the Food Retail & Distribution industry, where positive returns and stable operating margins are expected.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The absence of segment or geographic breakdown in the financial data limits the ability to assess the company's risk profile in detail.

    The company's growth trajectory is negative, with a significant operating and net loss in the latest reporting period. There is no indication of a turnaround in the near term, and the capital expenditure of HKD -641,000 suggests minimal investment in future growth. The outlook for the current fiscal year is weak, with no disclosed revenue growth or margin improvement expected.

    The company faces significant financial risk due to its negative equity and liquidity constraints. The risk assessment indicates a medium liquidity risk and a low dilution risk, but the negative net cash position is a key flag. The company may need to raise additional capital or restructure its debt to avoid insolvency, which could lead to further dilution or default.

    There are no recent events or filings disclosed in the data that would indicate a material change in the company's operations or financial position. The absence of recent transcripts or regulatory filings suggests a lack of transparency or public communication from the company.

    Key takeaways
    • The company is operating at a significant net and operating loss, with a negative return on assets.
    • Liquidity is critically low, with a current ratio of 0.13 and negative net cash after debt.
    • The company's capital structure is highly leveraged, with total liabilities exceeding total assets.
    • There is no indication of geographic or segment diversification, increasing operational risk.
    • The company is not investing in future growth, as evidenced by minimal capital expenditure.
    • The company's financial position raises concerns about solvency and the need for capital restructuring.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    HK$0,28
    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$69.9M
    Net cash
    -HK$69.6M
    Current ratio
    0.1
    Debt / equity
    -1.0
    ROA
    -1.3%
    ROE
    2.8%
    Cash conversion
    9.0%
    CapEx / revenue
    -1.6%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin-482,1 %Bottom quartile
    Net Margin-486,8 %Bottom quartile
    ROE282,1 %Best in class
    Capex / Rev-1,6 %Above median
    D/E-1,00Best in class
    Cash Conv0,09Below median

    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
    • 0948.HK Market data — financials · 2026-05-26

    Ownership & reference

    Leadership

    • Lei ZhaoChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    0948.HKCanonical
    HKEX · HKD

    Intel & risk

    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
    — missing data
    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