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Upbest Group Limited (0335) AI Stock Analysis

HK:0335

Upbest Group Limited

(HKEX:0335)

Select Model
Rating:66Neutral
Price Target:HKD 0.70â–²(5.61% Upside)
Action:reiterated
Date:08/17/26

The score is primarily supported by strong financial positioning—especially the low-leverage balance sheet and steady equity base—tempered by uneven cash flow consistency and indications that earnings may be less repeatable. Technical signals are largely neutral with a slightly bearish tilt (negative MACD and weaker long-term trend), while valuation is fair with a modest dividend yield.

Positive Factors
Conservative balance sheetVery low leverage and a growing equity base provide financial resilience through investment-cycle volatility. This reduces balance-sheet risk, preserves funding flexibility and gives the company capacity to absorb market or portfolio fluctuations.
Negative Factors
Revenue volatilityRepeated year-to-year revenue swings make the earnings base less predictable and complicate planning. The latest rebound is encouraging, but the history of declines suggests performance remains exposed to investment activity and cyclical conditions.

Upbest Group Limited (0335) vs. iShares MSCI Hong Kong ETF (EWH)

-10%-5%0%5%10%15%20%HK:0335-1.35%EWH+7.37%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
HKD 1.76B
Dividend Yield
3.03%
Average Volume (3M)
839.89K
Price to Earnings (P/E)
19.7
Beta (1Y)
0.28
Revenue Growth
-6.66%
EPS Growth
29.34%
Country
Hong Kong
Employees
34
Sector
Financial
Sector Strength
68
Industry
Investment - Banking & Investment Services

Upbest Group Limited Business Overview & Revenue Model

Company Description

Upbest Group Ltd. is an investment holding company, which engages in the provision of financial services. It operates through the following segments: Broking, Financing, Corporate Finance, Assets Management, Property Investment, Precious Metal Tradin...

How the Company Makes Money

null

Upbest Group Limited Financial Statement Overview

Summary

Overall fundamentals are solid, led by a very strong, conservatively financed balance sheet (very low leverage and steady equity growth). Income performance rebounded sharply in the latest year, but multi-year revenue volatility and unusually high margins suggest results may be influenced by less-recurring income. Cash flow is the weakest area due to large year-to-year operating cash flow swings, though the latest year shows improved cash conversion.

Income Statement

73Positive

Balance Sheet

86Very Positive

Cash Flow

62Positive
Financial statement breakdown
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue84.49M84.49M66.13M121.95M115.48M127.55M
Gross Profit83.67M83.67M66.13M121.95M115.36M127.47M
EBITDA102.98M102.14M43.82M98.28M42.02M84.48M
Net Income89.80M89.80M69.46M85.73M100.31M87.04M
Balance Sheet
Total Assets3.20B3.20B3.17B3.07B3.05B3.29B
Cash, Cash Equivalents and Short-Term Investments332.02M332.02M284.71M307.56M459.33M568.39M
Total Debt69.82M69.82M110.80M116.25M139.34M234.63M
Total Liabilities299.98M299.98M325.68M281.06M285.97M574.47M
Stockholders Equity2.90B2.90B2.85B2.79B2.76B2.72B
Cash Flow
Free Cash Flow65.14M65.56M105.01M94.69M182.52M-201.70M
Operating Cash Flow66.11M66.53M105.11M95.43M183.05M-201.62M
Investing Cash Flow-18.08M-18.08M-41.90M-190.07M-18.00K-82.00K
Financing Cash Flow-71.40M-75.11M-34.38M-54.92M-299.05M-46.10M

Upbest Group Limited Technical Analysis

Technical Analysis SentimentPositive
Last Price0.66

Price Trends

50DMA0.65Positive
100DMA0.64Positive
200DMA0.64Positive

Market Momentum

MACD0.00Negative
RSI56.27Neutral
STOCH52.38Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0335, the sentiment is Positive. The current price of 0.66 is above the 20-day moving average (MA) of 0.65, above the 50-day MA of 0.65, and above the 200-day MA of 0.64, indicating a bullish trend. The MACD of 0.00 indicates Negative momentum. The RSI at 56.27 is Neutral, neither overbought nor oversold. The STOCH value of 52.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:0335.

Upbest Group Limited Peers Comparison

Overall Rating

UnderperformOutperform
Sector (68)

Financial Indicators

HK:0335 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
HK:0717HK:071768NeutralHKD 377.49M2.903.57%―-22.54%60.00%
Sector *68Neutral$18.00B11.429.92%3.81%9.73%1.22%
HK:0335HK:033566NeutralHKD 1.77B19.703.13%3.03%-6.66%29.34%
HK:0064HK:006463NeutralHKD 2.46B46.060.80%1.25%-30.15%1.41%
HK:1428HK:142855NeutralHKD 10.16B15.3533.51%―-1.70%8.52%
HK:0218HK:021849NeutralHKD 1.20B9.904.36%―200.24%―
HK:1141HK:114141NeutralHKD 685.61M3.9010.19%―21.19%94.57%

* Financial Sector Average

Performance Comparison

0%100%200%300%HK:0335HK:1428HK:0717HK:1141HK:0218HK:0064Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
HK:0335 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
HK:0335Upbest Group Limited0.660.011.54%
HK:1428Bright Smart Securities & Commodities Group Limited5.99-3.36-35.99%
HK:0717Emperor Capital Group Limited0.06-0.05-48.62%
HK:1141CMBC Capital Holdings Limited0.63-0.49-43.69%
HK:0218Shenwan Hongyuan (H.K.) Limited0.77-0.86-52.76%
HK:0064Get Nice Holdings Limited3.982.52172.98%

Upbest Group Limited Corporate Events

Upbest Group Sets AGM to Approve Dividend, Board Mandates and Share Issuance Flexibility

Jul 23, 2026

Upbest Group Limited has called its annual general meeting for 28 August 2026 in Hong Kong, where shareholders will review the audited consolidated financial statements and consider a proposed final dividend of HK2.0 cents per share for the year ende...

Upbest Group Lifts Profit and Dividend Despite Revenue Decline

Jun 26, 2026

Upbest Group Limited reported audited results for the year ended 31 March 2026, with revenue declining to HK$78.2 million from HK$89.3 million, but profit for the year rising to HK$89.8 million from HK$69.7 million. The improvement was driven by high...

Upbest Group Declares Final Cash Dividend for FY2025-26

Jun 26, 2026

Upbest Group Limited has proposed a final ordinary cash dividend of HKD 0.02 per share for the financial year ended 31 March 2026, subject to shareholder approval at a meeting scheduled for 28 August 2026. The dividend will be paid in Hong Kong dolla...

Upbest Group Sets Board Meeting to Approve 2026 Final Results and Dividend

Jun 5, 2026

Upbest Group Limited, incorporated in the Cayman Islands and listed in Hong Kong, operates as an investment-focused financial services group. The company is overseen by a board comprising executive, non-executive and independent non-executive directo...

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 17, 2026