Wharf Real Estate Investment Co (HK:1997)
:1997
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Wharf Real Estate Investment Co
(1997)
Select Model
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Rating:72Outperform
Price Target:
HK$27.00
▲(21.18% Upside)
Action:UpgradedDate:11/12/25
The overall score of 72 for Wharf Real Estate Investment Co is driven primarily by strong financial performance, with high profitability and cash flow growth, alongside bullish technical momentum. However, valuation concerns due to a negative P/E ratio slightly weigh down the score.
Positive Factors
Strong Gross and EBIT Margins
High gross and EBIT margins indicate efficient cost management and strong pricing power, which can sustain profitability despite revenue challenges.
Negative Factors
Declining Revenue
A decline in revenue suggests challenges in market demand or competitive positioning, which could impact long-term growth and profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Gross and EBIT Margins
High gross and EBIT margins indicate efficient cost management and strong pricing power, which can sustain profitability despite revenue challenges.
Read all positive factors
Wharf Real Estate Investment Co (1997) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$67.65B
Dividend Yield5.04%
Average Volume (3M)4.00M
Price to Earnings (P/E)―
Beta (1Y)0.99
Revenue Growth-3.87%
EPS Growth-124.27%
CountryHK
Employees2,900
SectorReal Estate
Sector Strength53
IndustryReal Estate - Services
Share Statistics
EPS (TTM)-0.77
Shares Outstanding3,036,227,300
10 Day Avg. Volume3,626,616
30 Day Avg. Volume4,004,247
Financial Highlights & Ratios
PEG Ratio-0.83
Price to Book (P/B)0.32
Price to Sales (P/S)4.67
P/FCF Ratio9.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$29.94Price Target Upside34.36% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)2.13
Revenue Forecast (FY)HK$12.62B
Wharf Real Estate Investment Co Business Overview & Revenue Model
Company Description
Wharf Real Estate Investment Company Limited, an investment holding company, invests in, develops, owns, and operates properties and hotels in Hong Kong, Mainland China, and Singapore. The company operates through four segments: Investment Propert...
How the Company Makes Money
Wharf Real Estate Investment Co generates revenue primarily through its real estate investments, which include rental income from commercial and residential properties, sales of developed properties, and management fees from its property managemen...
Wharf Real Estate Investment Co Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
80
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 12.82B | 12.91B | 13.31B | 12.41B | 16.04B | 15.52B |
| Gross Profit | 10.10B | 10.34B | 10.68B | 9.65B | 10.38B | 10.84B |
| EBITDA | 9.70B | 9.94B | 10.24B | 9.12B | 9.21B | 10.74B |
| Net Income | -463.00M | 891.00M | 4.77B | -8.86B | 4.39B | -7.85B |
Balance Sheet | ||||||
| Total Assets | 234.22B | 238.07B | 245.32B | 255.25B | 272.27B | 277.91B |
| Cash, Cash Equivalents and Short-Term Investments | 1.37B | 1.31B | 1.12B | 1.34B | 1.80B | 2.26B |
| Total Debt | 34.73B | 35.54B | 37.42B | 46.49B | 49.33B | 54.28B |
| Total Liabilities | 44.73B | 46.09B | 49.72B | 60.37B | 61.39B | 68.50B |
| Stockholders Equity | 185.23B | 187.82B | 191.41B | 190.36B | 206.11B | 204.55B |
Cash Flow | ||||||
| Free Cash Flow | 6.51B | 6.30B | 5.82B | 6.65B | 7.77B | 4.65B |
| Operating Cash Flow | 6.46B | 6.34B | 5.87B | 6.69B | 7.97B | 4.82B |
| Investing Cash Flow | -109.00M | -174.00M | 7.17B | -2.16B | 199.00M | -8.13B |
| Financing Cash Flow | -5.97B | -5.96B | -13.25B | -4.90B | -8.66B | 2.59B |
Wharf Real Estate Investment Co Technical Analysis
Negative
22.28
Price Trends
25.64
Negative
24.71
Negative
23.39
Negative
Market Momentum
-1.06
Positive
32.87
Neutral
-0.83
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1997, the sentiment is Negative. The current price of 22.28 is below the 20-day moving average (MA) of 23.71, below the 50-day MA of 25.64, and below the 200-day MA of 23.39, indicating a bearish trend. The MACD of -1.06 indicates Positive momentum. The RSI at 32.87 is Neutral, neither overbought nor oversold. The STOCH value of -0.83 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1997.
Wharf Real Estate Investment Co Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | HK$106.91B | 9.73 | 23.11% | 2.92% | 10.31% | 8.93% | |
72 Outperform | HK$67.65B | -17.53 | -2.32% | 5.04% | -3.87% | -124.27% | |
66 Neutral | HK$19.51B | 30.82 | 3.73% | 4.94% | 7.23% | ― | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
62 Neutral | HK$44.80B | 23.45 | 1.35% | 5.92% | -9.76% | -28.29% | |
58 Neutral | HK$19.41B | 28.27 | 4.63% | 1.77% | 5.75% | -31.63% |
* Real Estate Sector Average
HK:1997
Wharf Real Estate Investment Co
22.28
5.89
35.90%
HK:6098
Country Garden Services Holdings Co
5.99
0.11
1.85%
HK:0101
Hang Lung Properties
8.86
3.35
60.89%
HK:1209
China Resources Mixc Lifestyle Services Ltd.
46.84
16.52
54.49%
HK:2602
Onewo, Inc. Class H
16.62
-2.19
-11.64%
Wharf Real Estate Investment Co Corporate Events
Wharf Real Estate Investment Co Enters New Tenancy Agreement
Nov 28, 2025
Wharf Real Estate Investment Co and Wharf Group have entered into a New Master Tenancy Agreement with WAC to manage connected transactions for property rentals and licenses among group members. This agreement, effective from January 2026 to Decemb...
Wharf Real Estate Investment Co Enters New Property Services Agreement
Nov 28, 2025
Wharf Real Estate Investment Co, along with Wharf and HCDL, has entered into a New Master Property Services Agreement to regulate continuing connected transactions among WAC Group Members. This agreement, effective from January 1, 2026, to Decembe...
Wharf and WREIC Sign New Hotel Services Agreement
Nov 28, 2025
Wharf Real Estate Investment Co and Wharf Group have entered into a New Master Hotel Services Agreement to regulate ongoing connected transactions related to hotel services. This agreement, effective from January 1, 2026, to December 31, 2028, out...
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.