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Companies Real Estate 0119.HK
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0119.HK HKEX Real Estate Rental, Development & Operations

Poly Property Group Co Ltd

HK$2,14
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About

Poly Property Group Co Ltd is a real estate rental, development, and operations company primarily engaged in property development and management in China.

Business. Poly Property Group Co Ltd (0119.HK) is a real estate company engaged in rental, development, and operations activities. The firm is headquartered in China and primarily listed on the Hong Kong Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
BUY4 analysts
4 buy0 hold0 sell
Avg 12m price target3,20

Analyst recommendations

4 analysts · consensus Buy
Buy4
Hold0
Sell0
12-month price target
3,20
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
4 analysts · indicative
Ownership
not yet wired
Profitability
not yet wired
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 0119.
  • 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−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−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 0119.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

    Briefing · model-assisted

    Poly Property Group Co Ltd (0119.HK) has undergone a significant update to its corporate taxonomy, with its primary activity now explicitly classified as "Real Estate Rental, Development & Operations" within the broader "Real Estate" economic sector. This structural clarification, marked as a medium-severity change, provides a definitive framework for understanding the company's core business operations, moving from an undefined state to a specific industry categorization. Alongside the sectoral definition, the company’s risk profile has been formally assessed, introducing new fields for dilution and liquidity risks. The dilution risk is currently rated as "low," indicating a stable share structure with minimal threat of equity erosion for existing shareholders. This assessment offers investors a clearer baseline for evaluating capital preservation relative to the company's operational scale. Conversely, the liquidity risk assessment remains "unknown," highlighting an area where data transparency or specific metrics may still be developing. While the severity of this unknown status is classified as low, it suggests that while immediate solvency concerns are not flagged, the precise fluidity of the company's assets or market trading depth requires further observation or data availability to be fully quantified. These updates collectively enhance the analytical visibility of Poly Property Group, aligning its operational identity with standard real estate sector benchmarks while establishing initial risk parameters. With no current analyst coverage or index membership noted in the available data, these foundational classifications serve as critical reference points for stakeholders assessing the company's position within the real estate development and rental landscape.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Poly Property Group Co Ltd (0119.HK) is a real estate company engaged in rental, development, and operations activities. The firm is headquartered in China and primarily listed on the Hong Kong Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Rental, Development & Operations
    AI synthesis
    GENERATED

    Poly Property Group's capital structure is characterized by a lack of detailed liquidity metrics, as liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents. The company has no dilution risk in the near term, with shares outstanding for both basic and diluted shares at 3.82 billion.

    Profitability and returns are not currently quantifiable due to the absence of valuation snapshot data. However, the company operates in a real estate development and rental industry where key metrics such as return on invested capital (ROIC), gross margins, and net profit margins are typically used to assess performance. Without these metrics, a direct comparison to industry medians is not possible.

    The company's revenue is concentrated in China, as disclosed in its primary operations, but no specific geographic breakdown is available in the current data. Segment-wise, the company is primarily focused on real estate development and management, with no additional segments disclosed.

    Growth trajectory is not clearly defined in the current data, as no outlook numeric deltas or revenue history is provided. Analysts have assigned a mean price target of 3.20 CNY, with a median of 3.20 CNY, and a high of 3.60 CNY, indicating a generally positive sentiment.

    Risk factors include the inability to assess liquidity risk, which could impact the company's ability to meet short-term obligations. Dilution risk is currently low, and no adjustments have been applied to the valuation metrics. However, the absence of detailed financial data limits the ability to fully assess the company's risk profile.

    Recent events include analyst estimates and price targets, with a mean recommendation of 1.50 (indicating a "buy" rating) and no "hold" or "sell" recommendations. This suggests a generally optimistic outlook from analysts.

    Poly Property Group Co Ltd (0119.HK) has undergone a significant update to its corporate taxonomy, with its primary activity now explicitly classified as "Real Estate Rental, Development & Operations" within the broader "Real Estate" economic sector. This structural clarification, marked as a medium-severity change, provides a definitive framework for understanding the company's core business operations, moving from an undefined state to a specific industry categorization. Alongside the sectoral definition, the company’s risk profile has been formally assessed, introducing new fields for dilution and liquidity risks. The dilution risk is currently rated as "low," indicating a stable share structure with minimal threat of equity erosion for existing shareholders. This assessment offers investors a clearer baseline for evaluating capital preservation relative to the company's operational scale. Conversely, the liquidity risk assessment remains "unknown," highlighting an area where data transparency or specific metrics may still be developing. While the severity of this unknown status is classified as low, it suggests that while immediate solvency concerns are not flagged, the precise fluidity of the company's assets or market trading depth requires further observation or data availability to be fully quantified. These updates collectively enhance the analytical visibility of Poly Property Group, aligning its operational identity with standard real estate sector benchmarks while establishing initial risk parameters. With no current analyst coverage or index membership noted in the available data, these foundational classifications serve as critical reference points for stakeholders assessing the company's position within the real estate development and rental landscape.

    Key takeaways
    • Analysts have a generally positive outlook, with a mean price target of 3.20 CNY and no "hold" or "sell" recommendations.
    • The company's liquidity risk could not be assessed due to missing balance-sheet data.
    • Dilution risk is currently low, with no near-term pressure expected.
    • The company's operations are concentrated in China, with no detailed geographic breakdown available.
    • Profitability and returns metrics are not currently available for comparison to industry medians.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2026-03-31
    FY 2026 · Full-year highlights

    Revenue ¥48.38B, +20,3% YoY; Operating income +10,1% YoY.

    Revenue¥48.38B+20,3 % YoY
    Operating income¥4.00B+10,1 % YoY
    Net income¥225.2M+23,2 % YoY
    Free cash flow
    EPS
    Operating cash flow
    Financials
    Income statement
    Revenue¥48.38B
    Gross profit¥7.21B
    Operating income¥4.00B
    Net income¥225.2M
    Margins
    Gross margin14.9%
    Operating margin8.3%
    Net margin0.5%
    FCF margin
    Balance sheet
    Total assets¥181.80B
    Total liabilities¥148.08B
    Total equity¥33.72B
    Cash & equivalents
    Long-term debt¥70.19B
    P&L flow · revenue → net income
    Revenue ¥48.38BOperating costs ¥44.38BTax ¥3.78BNet income ¥225.2M
    Highlights
    • Revenue ¥48.38B, +20,3% YoY
    • Operating income +10,1% YoY
    • Net income +23,2% YoY
    • Net margin 0.5%

    Valuation FY

    Market price
    HK$2,14
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    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
    0,07
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    4
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-18 · 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 estimate0,07
    Revenueno estimateno estimate44,4B CNY
    Operating incomeno estimateno estimate4,4B CNY
    Full-year consensus mean (period as reported by source) · consensus in CNY. 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 distribution4 analysts
    Strong buy2
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price targetHK$3,20 · Median HK$3,20
    Low HK$2,80High HK$3,60
    Operating income · consensus4,4B CNY
    EPS surprise
    −12,9 %
    reported vs consensus · miss
    Revenue surprise
    +9,0 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowHK$2,80
    MeanHK$3,20
    MedianHK$3,20
    HighHK$3,60
    SpotHK$2,14
    +49.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    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
    Source documents
    • Poly Property Group Co Ltd Market data — financials · 2026-05-26
    • Poly Property Group Co Ltd Market data — analyst estimates · 2026-05-26
    • Poly Property Group Co Ltd Market data — ESG · 2026-05-26

    Ownership & reference

    Leadership

    • Yuqing WanExecutive Chairman of the Board

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    0119.HKCanonical
    HKEX · HKD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    What changed

    4 tracked-field change(s) detected vs prior analysis; max severity: medium.

    • Dilution risk— → lowlow
    • Liquidity risk— → unknownlow
    • Activity— → Real Estate Rental, Development & Operationsmedium
    • Economic sector— → Real Estatemedium
    vs prior analysis today
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-03-31 09:33 UTCEARNINGSAnnual results — FY 2026 Revenue CNY 48.38B · Net CNY 225.2M
    2024-03-21 09:31 UTCEARNINGSAnnual results — FY 2024 Revenue CNY 40.93B · Net CNY 1.44B
    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