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Shui On Land Ltd. (HK:0272)
:0272
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Shui On Land (0272) AI Stock Analysis

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HK:0272

Shui On Land

(0272)

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Neutral 47 (OpenAI - Gpt-5.6Sol)
Rating:47Neutral
Price Target:
HK$0.46
â–¼(-4.58% Downside)
Action:Reiterated
Date:08/29/26
The score is weighed down primarily by deteriorating financial performance (sharp revenue decline and a return to losses) and weak technical momentum (below key moving averages with negative MACD). A high dividend yield provides some valuation support, but losses (negative P/E) limit the strength of that offset.
Positive Factors
Diversified Mixed-Use Model
Master-planned projects can diversify demand across residential, office, retail and hospitality uses, while retained commercial assets provide recurring income alongside development sales. This supports multiple monetization channels over the medium term.
Negative Factors
Revenue and Profitability Decline
The sharp revenue decline and return to a sizable loss indicate weaker project deliveries, demand or recognition timing. A multi-year downtrend reduces earnings visibility and can constrain reinvestment, debt service capacity and future development activity.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified Mixed-Use Model
Master-planned projects can diversify demand across residential, office, retail and hospitality uses, while retained commercial assets provide recurring income alongside development sales. This supports multiple monetization channels over the medium term.
Read all positive factors

Shui On Land (0272) vs. iShares MSCI Hong Kong ETF (EWH)

Shui On Land Business Overview & Revenue Model

Company Description
Shui On Land Limited operates as an investment holding entity primarily focused on real estate development and sales within mainland China. Its business activities are segmented into four main divisions: property development, property investment, ...
How the Company Makes Money
Shui On Land primarily generates revenue through (1) property development: selling developed properties (most commonly residential units and, where applicable, certain commercial units) and recognizing revenue upon meeting the applicable completio...

Shui On Land Financial Statement Overview

Summary
Income statement weakness dominates: revenue fell materially in 2025 vs 2024 and results swung from a small profit to a sizable net loss with deeply negative net margin. The balance sheet looks moderate on leverage (debt-to-equity ~0.8–1.0) but ROE turned negative, and cash flow is positive yet well below prior peaks with low debt coverage—limiting flexibility in a downcycle.
Income Statement
34
Negative
Balance Sheet
52
Neutral
Cash Flow
41
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.71B4.09B8.17B9.75B15.56B17.55B
Gross Profit1.86B2.12B5.23B5.04B6.65B7.17B
EBITDA1.52B1.26B4.28B4.00B5.64B6.03B
Net Income-1.58B-1.78B180.00M810.00M1.02B1.87B
Balance Sheet
Total Assets84.58B82.61B91.94B101.00B104.88B113.90B
Cash, Cash Equivalents and Short-Term Investments5.47B5.61B4.95B5.75B11.20B17.28B
Total Debt36.42B33.58B35.89B37.91B39.15B34.94B
Total Liabilities45.91B44.37B49.27B56.85B60.48B64.72B
Stockholders Equity36.76B36.49B38.48B38.86B39.15B43.98B
Cash Flow
Free Cash Flow-390.95M382.00M604.00M1.11B4.05B10.16B
Operating Cash Flow-390.95M382.00M604.00M1.11B4.05B10.16B
Investing Cash Flow-116.86M5.57B2.57B-1.35B-2.97B-1.42B
Financing Cash Flow1.62B-6.18B-3.91B-5.11B-7.31B-5.89B

Shui On Land Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.48
Price Trends
50DMA
0.44
Positive
100DMA
0.45
Positive
200DMA
0.53
Negative
Market Momentum
MACD
<0.01
Negative
RSI
58.73
Neutral
STOCH
40.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0272, the sentiment is Positive. The current price of 0.48 is above the 20-day moving average (MA) of 0.42, above the 50-day MA of 0.44, and below the 200-day MA of 0.53, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 58.73 is Neutral, neither overbought nor oversold. The STOCH value of 40.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:0272.

Shui On Land Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
HK$100.27B21.042.67%5.63%19.08%7.32%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
63
Neutral
HK$141.85B10.832.82%3.91%3.89%-16.76%
57
Neutral
HK$26.88B24.921.00%7.32%-21.69%68.31%
47
Neutral
HK$3.72B-2.04-4.32%7.74%-52.60%-1120.09%
46
Neutral
HK$42.12B-128.28-0.16%3.15%-41.83%-102.04%
43
Neutral
HK$41.55B-0.41-72.47%7.60%-34.04%-80.30%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:0272
Shui On Land
0.46
-0.27
-36.81%
HK:2202
China Vanke Co
2.35
-3.45
-59.50%
HK:0688
China Overseas Land & Investment
12.78
-1.71
-11.83%
HK:0683
Kerry Properties
18.44
-2.48
-11.88%
HK:0960
Longfor Group Holdings
6.00
-5.80
-49.18%
HK:0083
Sino Land Co
10.31
0.78
8.17%

Shui On Land Corporate Events

Shui On Land Declares Special Cash Dividend of HKD 0.04 Per Share
Aug 27, 2026
Shui On Land Limited has declared a special cash dividend of HKD 0.04 per share, to be paid in Hong Kong dollars to its shareholders. The record date for entitlement is set for 10 September 2026, with the shares trading ex-dividend from 9 Septembe...
Shui On Land Delivers Profit Rebound and Global Recognition on Sustainable Urban Strategy
Aug 27, 2026
Shui On Land reported a sharp profit recovery for the first half of 2026, with core earnings rising 53% to RMB403 million and profit attributable to shareholders surging 337% to RMB223 million, despite softer contracted and subscribed sales. The i...
Shui On Land Sets Board Meeting to Approve 2026 Interim Results
Aug 17, 2026
Shui On Land Limited has scheduled a board meeting in Hong Kong on 27 August 2026 to review and approve the interim results for the six months ended 30 June 2026. The board will also consider declaring an interim dividend, which could affect share...
Shui On Land Secures Strong Investor Backing for 2029 Note Covenant Changes
Aug 4, 2026
Shui On Land has announced the results of a consent solicitation for its US$450 million 9.75% senior notes due 2029, issued by Shui On Development (Holding) Limited. By the 3 August 2026 deadline, holders representing about US$429.47 million, or 9...
Shui On Land Sets Out Board Line-Up and Governance Committee Roles
Aug 3, 2026
Shui On Land has outlined the composition of its board, confirming a leadership structure led by Chairman Vincent H.S. Lo, Vice Chairman Stephanie B.Y. Lo, and CEO Jessica Y. Wang, with Douglas H.H. Sung serving as both chief financial and chief i...
Shui On Land Adds Veteran Investor Stuart Mercier to Board and Audit Committee
Aug 3, 2026
Shui On Land has appointed veteran real estate investor Stuart Mercier as an independent non-executive director and member of its Audit and Risk Committee, effective 3 August 2026. Mercier brings around two decades of experience across Greater Chi...
Shui On Land Seeks Noteholder Consent to Ease Covenant Constraints on 2029 Bonds
Jul 27, 2026
Shui On Development (Holding) Limited, a subsidiary of Shui On Land, has launched a consent solicitation for holders of its US$450 million 9.75% senior notes due 2029 to amend key covenants in the notes&#8217; indenture. The proposed changes targe...
Shui On Land Posts RMB2.96 Billion in Contracted Sales for First Half of 2026
Jul 8, 2026
Shui On Land Limited has reported contracted property sales of RMB2,961 million for the six months ended 30 June 2026, with residential sales contributing RMB2,440 million and commercial sales RMB521 million. These transactions covered 59,600 squa...
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: Aug 29, 2026