Shui On Land Limited (SOLLF)
NEUTRALFundamental
48
मूल्य
$0.41
मार्केट कैप
$3.24B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Shui On Land develops and manages large-scale urban regeneration projects in mainland China, anchored by its Xintiandi and Lakeville brands in central Shanghai. The company builds residential, office and retail properties on redeveloped land, then either sells the residential units or keeps the commercial space to lease and manage long term. As of the end of 2025 its investment property portfolio was valued at RMB57.6 billion, spanning about 1,258,000 square metres of gross floor area.
यह पैसा कैसे कमाती है
Shui On Land earns money two ways: selling newly built apartments and offices under presale contracts, with revenue recognized when units are delivered to buyers, and collecting rent from tenants of the retail and office space it keeps and operates itself, mainly under the Xintiandi brand. In 2025 it recorded RMB7,916 million in contracted property sales — bookings for future delivery — and RMB3,625 million in rental and related income, up 2% from the prior year.
मांग को क्या चलाता है
चक्रीयProperty development in China has been cyclical and, more recently, in a prolonged downturn: nationwide sales volume and value fell 8.7% and 12.6% year-on-year during the period covered by Shui On Land's 2025 results, and the company describes industry-wide liquidity as likely to remain tight. Its rental income from completed, leased commercial space is comparatively steadier, growing even as development sales softened.
खरीदने के पक्ष में तर्क
Buyers argue that Shui On Land's shift toward rental income and asset-light partnerships is cushioning it against the broader Chinese property downturn, that its Xintiandi commercial portfolio in central Shanghai commands premium rents, and that a RMB57.6 billion investment-property base provides a tangible asset backing for the shares.
बेचने के पक्ष में तर्क
Sellers fear that the company still depends on selling new residential units in a Chinese property market where nationwide volumes and prices keep falling, that it reported a net loss for 2025 driven by non-cash fair-value adjustments and impairments, and that tight sector-wide liquidity could pressure its ability to fund new projects.
Written by the editors, published on 18 अगस्त 2026
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बैलेंस शीट और तरलता
राजस्व
$4.09B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
शुद्ध आय
$-1.78B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
Free Cash Flow
$7.52B
कुल इक्विटी
$42.45B
कुल देनदारियाँ
$33.56B
Current Ratio
1.10
Interest Coverage
-
Debt/EBITDA
26.68
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$11.28
वर्तमान मूल्य
$0.41
Margin of Safety
+96.4%
Fair Value सीमा
$7.33 - $15.22
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
-
ROE
-4.3%
P/B Ratio
0.09
P/FCF
0.43
Gross Margin
51.7%
ROIC
0.5%
लाभप्रदता Radar
Value Creation (Economic Moat)
ROIC
0.5%
WACC
0.8%
ROIC − WACC
-0.3 pp
ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.
Fundamental विश्लेषण मानदंड
पास (9)
- Gross Margin 51.7%
- P/FCF 0.43
- P/B Ratio 0.09
- Debt/Equity ratio
- Operating Margin 10.1%
- Positive Free Cash Flow
- Current Ratio
- DCF valuation (Undervalued)
- Earnings Surprise avg 35.5%
फेल (9)
- Price CAGR -12.53%
- ROIC 0.5%
- CapEx intensity
- Debt/EBITDA
- ROE -4.8%
- Revenue Growth 5Y -2.3%
- Analyst Consensus 0% Buy
- Earnings Quality (OCF/NI) 0.47
- Piotroski F-Score 1/9
अनुपलब्ध (9)
- EPS data insufficient
- Dividend Payout NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Share Dilution (missing shares data)
- Net Margin Trend (invalid data)
Piotroski F-Score
गंभीर वित्तीय चिंताएं
Earnings गुणवत्ता
निम्न गुणवत्ता: accounting की जांच करें
शेयर Dilution
शेयर वापस खरीद रही है। शेयरधारक अनुकूल
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Dr. Hong Sui Lo GBS, J.P. | Executive Chairman | 77 |
| Ms. Jessica Ying Wang | CEO & Executive Director | 51 |
| Ms. B. Y. Lo | Executive Vice Chairman | 43 |
| Mr. He Hau Sung | CFO, Chief Investment Officer & Executive Director | 58 |
| Mr. Kim Lun Uy LL.B, P.C. L.L | Director of Legal Affairs & Company Secretary | 62 |
| Mr. K. M. Lee | Director of Human Resources | 68 |
| Mr. Pit Kwong Wong | Chief Economist & Director of Development Research | 69 |
| Mr. Kain Bon Chan | Chief Sustainability Officer and Director of Planning & Development. | 51 |
| Mr. Allan B. Zhang | Chief Executive Officer of Shui On Xintiandi Limited | 46 |
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
Latest News
Recent headlines for SOLLF, sourced from Markets Gazette.