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Allied Group Limited (HK:0373)
:0373
Hong Kong Market
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Allied Group (0373) AI Stock Analysis

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HK:0373

Allied Group

(0373)

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Neutral 62 (OpenAI - Gpt-5.6Sol)
Rating:62Neutral
Price Target:
HK$2.00
â–¼(-12.66% Downside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by improving 2025 financial performance and moderate current leverage, offset by weak and volatile cash-flow durability and multi-year earnings inconsistency. Technicals are mixed and do not add strong confirmation, while the very low P/E and solid dividend yield provide a meaningful valuation tailwind.
Positive Factors
2025 Profitability Recovery
The return to HK$2.22B of net income, a roughly 14% net margin, and 9.5% revenue growth shows the company can restore profitability after a weak period. If this recovery persists, it provides internal earnings capacity to support reinvestment and shareholder returns over the next several quarters.
Negative Factors
Multi-Year Earnings Volatility
Repeated losses from 2022 through 2024, followed by a 2025 recovery, indicate that earnings power has not been stable across cycles. This volatility makes forward profitability less predictable and weakens confidence that the latest improvement will persist over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
2025 Profitability Recovery
The return to HK$2.22B of net income, a roughly 14% net margin, and 9.5% revenue growth shows the company can restore profitability after a weak period. If this recovery persists, it provides internal earnings capacity to support reinvestment and shareholder returns over the next several quarters.
Read all positive factors

Allied Group (0373) vs. iShares MSCI Hong Kong ETF (EWH)

Allied Group Business Overview & Revenue Model

Company Description
Allied Group Limited functions as an investment holding company, primarily focusing on property investment and development, alongside financial services. Its operations span Hong Kong, Mainland China, and international markets. The company structu...

Allied Group Financial Statement Overview

Summary
Income statement shows a meaningful 2025 rebound to solid net income and healthy margins, and balance sheet leverage is currently moderate with a sizable equity base. However, multi-year results have been highly volatile (losses in 2022–2024) and cash flow quality is the key weakness: free cash flow fell sharply vs. 2024 and historical operating/free cash flow has been inconsistent.
Income Statement
64
Positive
Balance Sheet
62
Positive
Cash Flow
46
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue15.62B6.46B7.30B8.26B6.02B
Gross Profit10.37B6.46B4.04B3.63B4.61B
EBITDA6.32B2.35B1.06B1.15B4.82B
Net Income2.22B-776.70M-125.40M-1.22B6.69B
Balance Sheet
Total Assets112.86B113.96B113.82B113.25B120.31B
Cash, Cash Equivalents and Short-Term Investments17.57B15.14B14.70B20.36B10.90B
Total Debt18.14B8.68B24.76B24.55B29.50B
Total Liabilities43.01B48.19B46.42B45.04B46.46B
Stockholders Equity45.44B42.52B43.54B43.11B46.21B
Cash Flow
Free Cash Flow2.05B6.79B1.03B12.28B-1.11B
Operating Cash Flow2.37B7.04B1.24B12.39B-1.00B
Investing Cash Flow-3.51B-1.19B3.38B-4.51B2.55B
Financing Cash Flow-3.01B-5.19B-1.11B-5.99B490.30M

Allied Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.29
Price Trends
50DMA
2.17
Negative
100DMA
2.28
Negative
200DMA
2.48
Negative
Market Momentum
MACD
-0.05
Positive
RSI
34.92
Neutral
STOCH
7.08
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0373, the sentiment is Negative. The current price of 2.29 is above the 20-day moving average (MA) of 2.14, above the 50-day MA of 2.17, and below the 200-day MA of 2.48, indicating a bearish trend. The MACD of -0.05 indicates Positive momentum. The RSI at 34.92 is Neutral, neither overbought nor oversold. The STOCH value of 7.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0373.

Allied Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
HK$7.82B5.656.18%6.99%-11.11%17.45%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
65
Neutral
HK$19.60B2.9312.30%7.58%-5.07%14.20%
62
Neutral
HK$6.92B8.831.73%5.04%-40.10%-29.41%
62
Neutral
HK$6.48B10.8111.62%17.74%16.77%10.04%
60
Neutral
HK$3.75B7.5311.07%6.53%3.01%16.01%
60
Neutral
HK$30.57B6.657.47%8.67%0.51%-7.18%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:0373
Allied Group
1.99
-0.23
-10.30%
HK:6069
SY Holdings Group Limited
5.95
-4.13
-40.98%
HK:1606
China Development Bank Financial Leasing Co Ltd Class H
1.51
-0.05
-3.27%
HK:0900
AEON Credit Service (Asia) Co., Ltd.
8.89
2.21
33.01%
HK:0086
Sun Hung Kai & Co. Limited
4.01
0.32
8.64%
HK:3360
Far East Horizon Limited
6.46
<0.01
0.03%

Allied Group Corporate Events

Allied Group Interim Profit Slumps on Weaker Revenue and Asset Valuations
Aug 26, 2026
Allied Group Limited reported unaudited interim results for the six months ended June 30, 2026, showing a sharp decline in revenue to HK$3,910.6 million from HK$10,889.9 million a year earlier. Total income fell to HK$4,682.8 million, while earnin...
Allied Group Flags Sharp Interim Profit Drop on Mainland Property Slump
Aug 18, 2026
Allied Group Limited has warned that consolidated profit attributable to shareholders for the first half of 2026 is expected to fall sharply to between HK$0.2 billion and HK$0.4 billion, compared with HK$1.7 billion a year earlier. The company att...
Allied Group Sets Board Meeting to Approve Interim Results and Consider Dividend
Aug 14, 2026
Allied Group Limited has scheduled a board meeting for 26 August 2026 to approve the interim results for the six months ended 30 June 2026. The meeting will also consider whether to declare a dividend, signaling that the company is moving into a k...
Allied Group Drops APAC Resources Rights Subscription After Issue Termination
Jun 28, 2026
Allied Group Limited has disclosed that its indirect wholly owned subsidiary, Allied Properties Investments, will no longer proceed with a planned subscription of rights shares in APAC Resources after the related rights issue was terminated. The t...
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 06, 2026