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Companies Real Estate 2191.HK
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2191.HK HKEX Commercial REITs

2191.Hk

HK$2,61
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Mcap
2,1B HKD
P/E
EV / Rev
Div yield
10,21 %
Op margin
-68,0 %
ROE
-10,4 %
Net margin
-74,6 %
Debt / equity
0,78
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates as a commercial real estate investment trust (REIT), generating revenue primarily through property rentals and management of commercial real estate assets.

Business. The company operates as a commercial real estate investment trust (REIT), generating revenue primarily through property rentals and management of commercial real estate assets.

Classification92 %
SectorReal Estate
IndustryCommercial REITs
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target3,07

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
3,07
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
-10,4 %
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

0
  • No recent newsroom coverage mentioning 2191.
  • 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 2191.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 as a commercial real estate investment trust (REIT), generating revenue primarily through property rentals and management of commercial real estate assets.

    Classification92 %
    SectorReal Estate
    IndustryCommercial REITs
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 0.78, indicating a moderate reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 0.94 and cash and equivalents amounting to 118.95 million HKD. The price-to-book ratio of 0.66 suggests that the company is trading at a discount relative to its book value.

    Profitability metrics reveal a challenging financial position, with a return on equity (ROE) of -10.44% and a return on assets (ROA) of -5.18%. These figures are below the typical performance benchmarks for the commercial REITs industry, indicating a need for operational improvements or strategic adjustments to enhance returns.

    The company's revenue is primarily concentrated in commercial real estate operations, with no disclosed geographic diversification or segment breakdown provided in the available data. This lack of diversification may expose the company to regional economic fluctuations and market-specific risks.

    The company's growth trajectory is uncertain, with no specific revenue growth projections provided in the available data. The negative operating income of 302.81 million HKD and net income of 332.32 million HKD suggest a decline in profitability. The free cash flow of -541.35 million HKD indicates a significant outflow of cash, which may impact the company's ability to fund operations and investments.

    The risk assessment highlights a medium liquidity risk and a low dilution risk. The company's net cash position is negative after subtracting total debt, which could affect its ability to meet short-term obligations. The dilution risk is assessed as low, with no significant dilution potential identified in the available data.

    Recent events and filings do not provide specific details on the company's strategic initiatives or operational changes. Analyst estimates suggest a mean price target of 3.07 HKD, with a median price target of 3.07 HKD and a mean recommendation of 1.50, indicating a generally positive outlook from analysts.

    Key takeaways
    • The company is trading at a discount to its book value, as indicated by a price-to-book ratio of 0.66.
    • The company's profitability is weak, with a negative return on equity of -10.44% and a negative return on assets of -5.18%.
    • The company's liquidity position is moderate, with a current ratio of 0.94 and a debt-to-equity ratio of 0.78.
    • Analysts have a generally positive outlook, with a mean price target of 3.07 HKD and a mean recommendation of 1.50.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    HK$2,61
    Market cap
    HK$2.12B
    Enterprise value
    HK$4.47B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    17.3x
    P / B
    0.7x
    P / Tangible book
    0.7x
    Tangible book
    HK$3.18B
    Net cash
    -HK$2.35B
    Current ratio
    0.9
    Debt / equity
    0.8
    ROA
    -5.2%
    ROE
    -10.4%
    Cash conversion
    -78.0%
    CapEx / revenue
    -0.0%
    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
    0,25
    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 2026-05-04 · 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 estimate0,25
    Revenueno estimateno estimate394,0M HKD
    Operating incomeno estimateno estimate-26,0M HKD
    Full-year consensus mean (period as reported by source) · consensus in HKD. 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 buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price targetHK$3,07 · Median HK$3,07
    Low HK$3,02High HK$3,12
    Operating income · consensus-26,0M HKD
    EPS surprise
    −263,1 %
    reported vs consensus · miss
    Revenue surprise
    +13,1 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowHK$3,02
    MeanHK$3,07
    MedianHK$3,07
    HighHK$3,12
    SpotHK$2,61
    +17.6 %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 Margin-68,0 %Bottom quartile
    Net Margin-74,6 %Bottom quartile
    ROE-10,4 %Bottom quartile
    Capex / Rev-0,0 %Above P75
    D/E0,78Below median
    Cash Conv-0,78Bottom quartile

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 2191.HK Market data — financials · 2026-05-26
    • SF Real Estate Investment Trust Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Leadership

    • Alan LamChief 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
    2191.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