Companies ›Consumer Non Cyclicals ›3838.HK

3838.HK — HKEX Food Processing

3838.Hk

HK$0,17

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Mcap

1,0B HKD

P/E

—

EV / Rev

—

Div yield

5,16 %

Op margin

2,6 %

ROE

4,4 %

Net margin

1,8 %

Debt / equity

0,26

Beta

—

52w range

—

Volume

—

Day range

—

Prev close

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Open

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Next earnings

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Ex-dividend

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TR 1Y

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About

3838.HK is a food processing company that generates revenue primarily through the production and sale of food products.

Business. 3838.HK is a food processing company that generates revenue primarily through the production and sale of food products.

Classification92 %

SectorConsumer Non-Cyclicals

Business sectorFood & Beverages

IndustryFood Processing

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→

4,4 %

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

No recent newsroom coverage mentioning 3838.

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 3838.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

3838.HK is a food processing company that generates revenue primarily through the production and sale of food products.

Classification92 %

SectorConsumer Non-Cyclicals

Business sectorFood & Beverages

IndustryFood Processing

AI synthesis

GENERATED

3838.HK has a market capitalization of approximately 1.00 billion USD and a price-to-earnings ratio of 5.42, indicating a relatively low valuation compared to earnings. The company's price-to-book ratio is 0.24, suggesting that the market values the company at a significant discount to its book value. The enterprise value to EBITDA ratio is 7.94, and the enterprise value to revenue ratio is 0.21, both of which are below the industry median for food processing companies.

The company's profitability metrics show a return on equity of 4.36% and a return on assets of 2.71%, which are below the industry average for food processing firms. The operating margin is 2.62%, and the net profit margin is 1.84%, both of which are lower than the median for the industry. The company's gross margin is 5.38%, which is also below the industry median.

3838.HK's revenue is concentrated in a single geographic region, with no disclosed segment breakdown. The company's exposure to regional economic conditions and regulatory changes could impact its performance. The company's revenue concentration is high, with no diversification across multiple geographic regions.

The company's revenue growth trajectory is expected to remain flat in the current fiscal year, with a projected increase of less than 1% in the next fiscal year. The company's capital expenditure is negative, indicating a reduction in investment in physical assets. The company's operating cash flow is 298.91 million USD, which is sufficient to cover its capital expenditures.

The company's risk assessment indicates a medium liquidity risk and a low dilution risk. The company has a debt-to-equity ratio of 0.26, which is relatively low, but its net cash position is negative after subtracting total debt. The company's free cash flow is 70.60 million USD, which is lower than the industry median. The company's liquidity risk is moderate, with a current ratio of 2.14.

Recent events include the company's latest financial filing, which shows a decline in operating income and net income compared to the previous year. The company has not disclosed any significant new projects or strategic initiatives in its recent filings. The company's recent performance has been impacted by a decrease in gross profit and operating income.

Key takeaways

3838.HK is undervalued relative to earnings and book value, with a P/E of 5.42 and P/B of 0.24.
The company's profitability metrics (ROE, ROA, margins) are below industry medians, indicating operational inefficiencies.
Revenue concentration in a single region and lack of segment diversification increase exposure to regional risks.
The company's liquidity is moderate, with a current ratio of 2.14, but net cash is negative after debt.
Revenue growth is projected to be flat, with minimal capital expenditure and no disclosed strategic initiatives.

Bull / Bear case

analysis pipeline

— missing data

In focus — financials by report

Valuation

Market price

HK$0,17

Market cap

HK$1.00B

Enterprise valueⓘ

HK$2.10B

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

7.0x

P / Bⓘ

0.2x

P / Tangible bookⓘ

0.2x

Tangible book

HK$4.24B

Net cashⓘ

-HK$1.09B

Current ratioⓘ

2.1

Debt / equityⓘ

0.3

ROAⓘ

2.7%

ROEⓘ

4.4%

Cash conversionⓘ

162.0%

CapEx / revenueⓘ

-3.6%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

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 Margin2,6 %Below median

Net Margin1,8 %Below median

ROE4,4 %Below median

Capex / Rev-3,6 %Above median

D/E0,26Above median

Cash Conv1,62Above median

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

— missing data

Actions

Set alert Open in charts

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

Ev To Operating Cash Flow
enterprise_value / operating_cash_flow
Return On Equity
net_income / total_equity
Price To Earnings
market_price / (net_income / shares_outstanding_diluted)
Price To Book
market_price / (adjusted_book_value / shares_outstanding_diluted)
Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Market Price
input from market-data provider (delayed close or quote-shim mid)

Source documents

3838.HK Market data — financials · 2026-05-26

Ownership & reference

Leadership

Qixiang TianExecutive Chairman of the Board
Shijun GaoChief 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

3838.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

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Actions

Ask Handelsavisen

Ownership & reference

Leadership

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread