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IRC (HK:1029)
:1029
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IRC (1029) AI Stock Analysis

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HK:1029

IRC

(1029)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
HK$0.41
▼(-18.60% Downside)
Action:Reiterated
Date:05/06/26
The score is driven primarily by weak financial performance, with sharply deteriorating profitability and a large net loss despite manageable leverage and improved operating cash flow. Technical indicators are mostly neutral, providing limited support, while valuation is pressured by loss-making earnings (negative P/E) and no provided dividend yield.
Positive Factors
Balance-sheet leverage
A low debt-to-equity (~0.23) provides durable financial flexibility to absorb operating volatility, fund working capital or capex, and avoid immediate refinancing pressure. This structural headroom supports operations while management works to restore profitability.
Negative Factors
Large net loss
A very large net loss and -50.9% net margin represent persistent value destruction that erodes equity and retained earnings. Over months this limits capital allocation, constrains investment, and can force dilutive financing or asset-sales if operating improvements fail to close the gap.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance-sheet leverage
A low debt-to-equity (~0.23) provides durable financial flexibility to absorb operating volatility, fund working capital or capex, and avoid immediate refinancing pressure. This structural headroom supports operations while management works to restore profitability.
Read all positive factors

IRC (1029) vs. iShares MSCI Hong Kong ETF (EWH)

IRC Business Overview & Revenue Model

Company Description
IRC Limited, an investment holding company headquartered in Central, Hong Kong, since its incorporation in 2010, is engaged in the global development, production, and sale of industrial commodities. Its operations span Russia, the People's Republi...

IRC Financial Statement Overview

Summary
Revenue rebounded in 2025, but profitability deteriorated sharply with a very large net loss and a steep gross margin collapse. Leverage appears manageable (low debt-to-equity), and operating cash flow turned positive, but free cash flow is negative and cash generation remains far below the net loss.
Income Statement
28
Negative
Balance Sheet
54
Neutral
Cash Flow
41
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue258.43M221.16M252.99M278.76M371.28M
Gross Profit10.11M180.10M196.55M255.08M344.26M
EBITDA17.48M9.18M-118.30M46.89M163.91M
Net Income-131.66M-20.49M-156.81M-87.84M134.07M
Balance Sheet
Total Assets276.33M445.83M451.04M593.95M709.15M
Cash, Cash Equivalents and Short-Term Investments41.57M60.73M56.56M37.03M52.13M
Total Debt41.81M44.93M67.38M78.25M116.29M
Total Liabilities91.25M130.45M162.06M145.68M192.77M
Stockholders Equity185.76M316.14M289.62M448.61M516.83M
Cash Flow
Free Cash Flow-3.83M-19.26M15.57M17.29M151.89M
Operating Cash Flow29.79M-1.91M55.26M31.74M165.10M
Investing Cash Flow-29.30M-15.88M-15.06M-14.12M-13.75M
Financing Cash Flow-20.80M16.14M-19.25M-30.54M-119.90M

IRC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.50
Price Trends
50DMA
0.49
Negative
100DMA
0.52
Negative
200DMA
0.54
Negative
Market Momentum
MACD
-0.02
Positive
RSI
16.76
Positive
STOCH
23.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1029, the sentiment is Negative. The current price of 0.5 is above the 20-day moving average (MA) of 0.46, above the 50-day MA of 0.49, and below the 200-day MA of 0.54, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 16.76 is Positive, neither overbought nor oversold. The STOCH value of 23.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1029.

IRC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
HK$437.78B16.1929.93%1.45%8.77%60.69%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
HK$1.95B-15.63
52
Neutral
HK$109.71B44.915.16%2.80%0.98%
51
Neutral
HK$345.60M60.301.13%7.89%
46
Neutral
HK$766.77M-0.51-44.33%16.57%-350.20%
46
Neutral
HK$54.60M-0.14-177.54%-26.77%-31.52%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1029
IRC
0.40
-0.22
-35.48%
HK:3993
CMOC Group
16.20
8.12
100.59%
HK:0769
China Rare Earth Holdings
0.70
0.00
0.00%
HK:9696
Tianqi Lithium Corp. Class H
40.30
11.40
39.45%
HK:2237
China Graphite Group Ltd.
0.22
-0.12
-36.47%
HK:6128
Graphex Group Limited
0.06
-0.13
-69.15%

IRC Corporate Events

IRC Shareholders Unanimously Approve All Resolutions at 2026 AGM
Jun 23, 2026
IRC Limited reported that all resolutions proposed at its 23 June 2026 annual general meeting were approved by shareholders, with each motion receiving full support from the votes cast. The meeting covered standard governance matters, including re...
IRC Calls 2026 AGM, Seeks Share Buyback and Issuance Mandates
May 29, 2026
IRC Limited has called its annual general meeting for 23 June 2026 in Hong Kong, where shareholders will review the company’s audited financial statements for the year ended 31 December 2025 and vote on the reappointment of RSM Hong Kong as ...
IRC Moves to Overhaul Articles to Meet Hong Kong Listing Reforms
May 26, 2026
IRC Limited plans to replace its existing articles of association with a new set designed to align the company’s governance framework with updated Hong Kong listing requirements. The move responds to the exchange’s push for a more pape...
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 06, 2026