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SOHO China Ltd. (HK:0410)
:0410
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SOHO China (0410) AI Stock Analysis

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HK:0410

SOHO China

(0410)

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Neutral 50 (OpenAI - 5.2)
Rating:50Neutral
Price Target:
HK$0.36
▼(-33.02% Downside)
Action:Reiterated
Date:05/08/26
The score is held back mainly by persistent net losses and weak returns on equity, alongside bearish technical signals (price below key moving averages with negative MACD). Offsetting factors are a moderate/improving leverage profile and a strong 2025 rebound in operating/free cash flow, but valuation remains challenged due to negative earnings and no provided dividend yield.
Positive Factors
High gross margins
Sustained gross margins above ~80% signal strong project economics and pricing power in core developments. High gross margins provide a structural cushion to absorb SG&A and financing costs, improving the company’s runway to restore operating profitability if revenue trends stabilize.
Negative Factors
Persistent net losses
Consecutive negative net margins through 2025 reflect that core operations have not yet returned to consistent profitability. Ongoing losses erode retained earnings and limit internal funding for growth, forcing reliance on disposals or external financing and making sustainable recovery dependent on lasting margin or revenue improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margins
Sustained gross margins above ~80% signal strong project economics and pricing power in core developments. High gross margins provide a structural cushion to absorb SG&A and financing costs, improving the company’s runway to restore operating profitability if revenue trends stabilize.
Read all positive factors

SOHO China (0410) vs. iShares MSCI Hong Kong ETF (EWH)

SOHO China Business Overview & Revenue Model

Company Description
SOHO China Limited, along with its affiliated companies, primarily focuses on real estate development, property leasing, and property management operations across the People's Republic of China. The company also oversees serviced hotel establishme...
How the Company Makes Money
SOHO China makes money primarily through (1) rental income from its portfolio of completed commercial properties and (2) proceeds and gains from selling properties or interests in property projects when it disposes of assets. Rental income is gene...

SOHO China Financial Statement Overview

Summary
Mixed fundamentals: revenue rebounded in 2025 (+19.89% YoY) and gross margins remain very strong (above ~80%), but the company is still loss-making with negative net margins in 2023–2025 and weak/mostly negative ROE since 2021. Cash flow improved sharply in 2025 with positive operating and free cash flow, but remains volatile and modest versus debt (OCF ~11.7% of total debt). Balance sheet leverage is moderate and improving (debt-to-equity ~0.42 in 2025), supporting stability despite weak profitability.
Income Statement
45
Neutral
Balance Sheet
62
Positive
Cash Flow
58
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.37B1.54B1.68B1.78B1.74B
Gross Profit1.12B1.28B1.38B1.44B1.40B
EBITDA578.51M827.79M861.40M1.43B1.24B
Net Income-290.78M-113.44M-179.90M61.21M-131.10M
Balance Sheet
Total Assets67.71B68.13B68.62B68.85B70.45B
Cash, Cash Equivalents and Short-Term Investments765.97M730.49M769.46M356.69M2.20B
Total Debt15.01B15.56B15.88B16.18B18.00B
Total Liabilities30.89B31.06B31.42B31.48B33.35B
Stockholders Equity35.89B36.14B36.27B36.44B36.17B
Cash Flow
Free Cash Flow583.76M298.52M638.55M-140.81M34.67M
Operating Cash Flow585.85M306.66M643.96M-135.19M56.26M
Investing Cash Flow-98.20M-154.20M94.41M1.66B757.41M
Financing Cash Flow-566.55M-340.97M-316.95M-1.93B-455.08M

SOHO China Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.53
Price Trends
50DMA
0.42
Negative
100DMA
0.46
Negative
200DMA
0.50
Negative
Market Momentum
MACD
-0.02
Positive
RSI
31.63
Neutral
STOCH
16.50
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0410, the sentiment is Negative. The current price of 0.53 is above the 20-day moving average (MA) of 0.38, above the 50-day MA of 0.42, and above the 200-day MA of 0.50, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 31.63 is Neutral, neither overbought nor oversold. The STOCH value of 16.50 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0410.

SOHO China Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
HK$6.86B10.133.35%5.29%-9.69%-9.25%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
65
Neutral
HK$35.85B18.621.35%5.92%-11.49%-20.93%
61
Neutral
HK$16.97B54.521.20%5.77%1.06%799.41%
60
Neutral
HK$3.86B5.8110.24%
58
Neutral
HK$64.91B-15.27-2.32%5.04%-0.75%-577.88%
50
Neutral
HK$1.85B-5.49-0.27%-12.20%-158.05%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:0410
SOHO China
0.36
-0.18
-33.02%
HK:0101
Hang Lung Properties
6.89
-0.17
-2.42%
HK:0014
Hysan Development Co
16.52
3.24
24.40%
HK:0071
Miramar Hotel & Investment Co
9.93
0.89
9.83%
HK:1997
Wharf Real Estate Investment Co
21.38
0.42
1.98%
HK:3990
Midea Real Estate Holding Limited
2.69
-0.89
-24.86%

SOHO China Corporate Events

SOHO China Wins Strong Shareholder Backing for All AGM Resolutions
May 22, 2026
SOHO China shareholders approved all resolutions at the 22 May 2026 annual general meeting, including adoption of the 2025 audited financial statements and re-election of executive and independent non-executive directors. The meeting also confirme...
SOHO China Sets 2026 AGM to Renew Board, Auditor and Share Issuance Mandate
Apr 30, 2026
SOHO China Limited has convened its annual general meeting for 22 May 2026 in Beijing, where shareholders will review the audited consolidated financial statements for the year ended 31 December 2025 and the accompanying reports from the board and...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 08, 2026