Added to YB: 2026-10-06
Pitch date: 2026-09-29
9909.HK [bullish]
Powerlong Commercial Management Holdings Limited
+3.66%
current return
Author Info
No bio for this author
Company Info
Powerlong Commercial Management Holdings Limited, together with its subsidiaries, provides commercial operational services in the People’s Republic of China.
Market Cap
HKD 1.1B
Pitch Price
HKD 1.92
Price Target
8.00 (+303%)
Dividend
N/A
EV/EBITDA
-10.40
P/E
5.76
EV/Sales
-1.18
Sector
Real Estate Management and Development
Category
special_situation
Cash 4x market cap, 3x cash flow. Power Long Commercial Management (9909)
9909.HK: Powerlong Commercial is a debt-free, asset-light mall operator valued at just 25% of RMB4.5bn net cash and a ~30% FY25 FCF yield. Completion of its parent’s restructuring by September 30 should cut the parent’s stake from 63% to 5%, improve family alignment and permit distributions to resume; the principal near-term risk is technical selling when creditors receive 32% of the shares.
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