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REF Holdings Limited (HK:1631)
:1631
Hong Kong Market
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REF Holdings Limited (1631) AI Stock Analysis

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HK:1631

REF Holdings Limited

(1631)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
HK$1.50
▲(226.09% Upside)
Action:Reiterated
Date:05/19/26
The score is primarily driven by mixed financial performance: strong cash generation and improving leverage are offset by sustained revenue contraction and materially weaker profitability/returns. Technicals add support via strong positive momentum (price well above moving averages and positive MACD), while valuation is a drag due to a negative P/E and no dividend yield data.
Positive Factors
Strong cash generation
Consistent positive operating and free cash flow provides durable liquidity to fund operations, reinvestment, and deleveraging without reliance on external financing. This supports resilience through cyclical pressures and gives management flexibility for strategic initiatives over 2–6 months.
Negative Factors
Sustained revenue decline
Multi-year top-line contraction signals weakening market position or demand loss. A shrinking revenue base constrains fixed-cost absorption, reduces scale benefits, and makes it harder to reinvest in growth or cover SG&A, pressuring sustainable earnings recovery over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Consistent positive operating and free cash flow provides durable liquidity to fund operations, reinvestment, and deleveraging without reliance on external financing. This supports resilience through cyclical pressures and gives management flexibility for strategic initiatives over 2–6 months.
Read all positive factors

REF Holdings Limited (1631) vs. iShares MSCI Hong Kong ETF (EWH)

REF Holdings Limited Business Overview & Revenue Model

Company Description
REF Holdings Limited operates as an investment holding company, delivering a comprehensive suite of financial printing services throughout Hong Kong. These offerings include typesetting, meticulous proofreading, expert translation, creative design...

REF Holdings Limited Financial Statement Overview

Summary
Cash flow is a key support (2025 operating cash flow 32.0M; free cash flow 31.8M with +2.4% growth) and leverage is manageable (debt-to-equity 0.27, improved vs 2024). However, multi-year revenue decline (147.5M in 2020 to 92.3M in 2025) and sharp margin/ROE compression (net margin 9.4% in 2023 to 3.2% in 2025; ROE 16.1% to 3.6%) weigh on overall financial quality despite resilient gross margin (~50.5% in 2025).
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
74
Positive
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue92.30M106.36M124.04M129.71M135.08M
Gross Profit46.62M56.07M63.25M66.23M72.20M
EBITDA5.18M28.91M38.02M38.04M34.13M
Net Income2.98M5.67M11.71M11.16M8.63M
Balance Sheet
Total Assets123.65M125.50M104.22M147.80M210.37M
Cash, Cash Equivalents and Short-Term Investments68.86M55.75M55.09M77.32M128.99M
Total Debt22.22M36.42M8.54M25.46M41.64M
Total Liabilities40.83M45.77M31.47M48.38M70.91M
Stockholders Equity82.81M79.73M72.75M99.42M139.46M
Cash Flow
Free Cash Flow31.77M16.69M36.03M20.91M15.59M
Operating Cash Flow32.01M16.96M36.17M21.53M29.10M
Investing Cash Flow-365.00K19.38M42.50M-58.78M5.50M
Financing Cash Flow-18.55M-17.27M-59.82M-72.96M-93.52M

REF Holdings Limited Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.46
Price Trends
50DMA
1.30
Positive
100DMA
0.89
Positive
200DMA
0.66
Positive
Market Momentum
MACD
0.03
Positive
RSI
55.44
Neutral
STOCH
51.25
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1631, the sentiment is Positive. The current price of 0.46 is below the 20-day moving average (MA) of 1.33, below the 50-day MA of 1.30, and below the 200-day MA of 0.66, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 55.44 is Neutral, neither overbought nor oversold. The STOCH value of 51.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:1631.

REF Holdings Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
HK$249.34M8.7410.18%18.18%-3.56%-16.74%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
HK$430.08M162.792.69%-13.22%-47.51%
54
Neutral
HK$127.74M78.0510.09%10.01%164.52%
48
Neutral
HK$657.63M-12.15-2.27%13.04%-7.73%-82.01%
46
Neutral
HK$55.00M-23.670.37%-6.24%56.25%
44
Neutral
HK$196.80M-2.23-23.30%8.60%-3.83%-698.65%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1631
REF Holdings Limited
1.40
0.81
137.29%
HK:0450
Hung Hing Printing Group Limited
0.73
-0.15
-17.14%
HK:1540
Left Field Printing Group Ltd.
0.50
0.10
23.76%
HK:1884
eprint Group Ltd.
0.12
0.02
16.00%
HK:1975
Sun Hing Printing Holdings Limited
0.40
0.05
15.16%
HK:8448
Universe Printshop Holdings Ltd.
1.28
1.06
468.89%

REF Holdings Limited Corporate Events

REF Holdings Grants 10% Share Option Stake to Key Executives
Jul 3, 2026
REF Holdings Limited has granted share options under its newly adopted share option scheme to two senior figures in the group, representing a significant 10% of its issued share capital. The options, priced at HK$1.29 per share, allocate 16,720,00...
REF Holdings Wins Strong Shareholder Backing for New Share Option Scheme
Jun 29, 2026
REF Holdings Limited has secured shareholder approval for a new share option scheme at its extraordinary general meeting held on 29 June 2026 in Hong Kong. The ordinary resolution, covering the New Share Option Scheme and its mandate limit, was pa...
REF Holdings Calls June EGM to Approve New Share Option Scheme
Jun 9, 2026
REF Holdings Limited has called an extraordinary general meeting in Hong Kong on 29 June 2026 to seek shareholder approval for a new share option scheme. The board is asking investors to endorse the scheme’s rules and to authorise directors ...
REF Holdings Seeks Approval for New Share Option Scheme
Jun 9, 2026
REF Holdings Limited plans to introduce a new share option scheme, aligning it with Chapter 17 of Hong Kong’s listing rules to formalise equity-based incentives for eligible participants. The scheme is designed to recognise past and potentia...
REF Holdings Raises HK$22.71 Million in Share Placing to Fund Central Office Expansion
May 27, 2026
REF Holdings Limited has completed a placing of 51,200,000 new shares under its general mandate at HK$0.457 per share, raising net proceeds of approximately HK$22.71 million from at least six independent placees. No placee or its associates became...
REF Holdings plans HK$23.4 million share placing to fund financial printing expansion
May 12, 2026
REF Holdings Limited has entered into a placing agreement with Kingston Securities to issue up to 51.2 million new shares under its general mandate at HK$0.457 per share to at least six independent professional or institutional investors. The plac...
REF Holdings Wins Strong Shareholder Backing at 2026 AGM
May 6, 2026
REF Holdings Limited reported that all ordinary and special resolutions proposed at its 2026 annual general meeting were approved by shareholders via poll. The adopted resolutions covered the approval of the 2025 audited financial statements, re-e...
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 19, 2026