Added to YB: 2026-10-09
Pitch date: 2026-10-06
0743.HK [bullish]
Asia Cement (China) Holdings Corporation
-7.98%
current return
Author Info
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Company Info
Asia Cement (China) Holdings Corporation, an investment holding company, manufactures and sells cement, concrete, and related products in the People’s Republic of China.
Market Cap
HKD 2.1B
Pitch Price
HKD 1.63
Price Target
N/A
Dividend
2.25%
EV/EBITDA
-1.08
P/E
-17.01
EV/Sales
-0.11
Sector
Construction Materials
Category
value
This Company is Trading at a Fraction of Its Net Cash (more Cash on B/S than Market Cap!) - Asia Cement (China) Holdings Corporation
0743.HK: Asia Cement (China) is a balance-sheet deep-value case: roughly RMB8.8B of cash and term deposits against modest borrowings and a RMB2.3-3.2B market capitalization, leaving the cement operations valued below zero; shares also trade at roughly 0.15-0.20x book. Special dividends, buybacks or asset sales could narrow the gap, but industry losses could erode cash and the controlling parent may not prioritize minority returns.
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