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Theme International Holdings Limited (HK:0990)
:0990
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Theme International Holdings Limited (0990) AI Stock Analysis

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HK:0990

Theme International Holdings Limited

(0990)

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Neutral 58 (OpenAI - Gpt-5.6Sol)
Rating:58Neutral
Price Target:
HK$0.63
â–¼(-10.14% Downside)
Action:Reiterated
Date:07/01/26
The score is mainly supported by financial resilience—strong cash generation and low leverage—even as revenue has been contracting and margins remain thin. The largest offset is weak technical positioning, with the stock trading well below its 20/50/100/200-day moving averages. Valuation is reasonable on P/E, but the lack of a reported dividend yield limits additional support.
Positive Factors
Low financial leverage
Very low leverage gives the company financial flexibility through a cyclical industry environment. Limited debt obligations can reduce financing pressure, preserve liquidity for operations or investment, and improve resilience if revenue remains uneven over the next several quarters.
Negative Factors
Contracting revenue
A second consecutive period of weak top-line performance signals pressure on demand or market activity and limits operating leverage. Continued revenue contraction could restrict growth investment, make earnings more cyclical, and undermine the durability of the recent profit recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
Low financial leverage
Very low leverage gives the company financial flexibility through a cyclical industry environment. Limited debt obligations can reduce financing pressure, preserve liquidity for operations or investment, and improve resilience if revenue remains uneven over the next several quarters.
Read all positive factors

Theme International Holdings Limited (0990) vs. iShares MSCI Hong Kong ETF (EWH)

Theme International Holdings Limited Business Overview & Revenue Model

Company Description
Deep Source Holdings Limited, an investment holding company that will officially adopt its new name from Theme International Holdings Limited in July 2025, maintains a diverse portfolio of operations. The company's core business involves the proce...

Theme International Holdings Limited Financial Statement Overview

Summary
Financials are resilient overall, supported by a low-leverage balance sheet (debt-to-equity ~0.08) and strong cash conversion (2025 operating cash flow and free cash flow ~2.92bn; FCF-to-net income ~1.0). Profitability improved in 2025 (net income 720m vs 296m in 2024), but the business remains cyclical with contracting revenue (~12.7% decline in 2025) and thin margins (gross ~3.8%, EBIT ~2.0%).
Income Statement
56
Neutral
Balance Sheet
78
Positive
Cash Flow
73
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue26.18B21.35B40.91B55.38B39.09B34.64B
Gross Profit892.46M809.38M1.03B1.78B2.08B1.47B
EBITDA748.50M717.34M584.67M1.55B1.72B1.30B
Net Income776.66M719.66M296.24M1.20B1.21B997.97M
Balance Sheet
Total Assets28.64B22.63B18.98B16.33B13.62B9.10B
Cash, Cash Equivalents and Short-Term Investments4.00B8.11B6.40B5.81B4.14B895.89M
Total Debt819.39M572.26M152.95M27.98M191.68M48.10M
Total Liabilities19.23B14.23B11.74B9.06B7.71B4.77B
Stockholders Equity8.25B7.33B6.12B6.20B4.58B3.49B
Cash Flow
Free Cash Flow3.00B2.92B4.38B3.06B6.62B4.73B
Operating Cash Flow3.14B2.92B4.39B3.07B6.65B4.86B
Investing Cash Flow-1.54B28.82M-1.61B-181.44M-248.66M-347.42M
Financing Cash Flow30.09M-1.63B-3.30B-2.93B-4.46B-3.94B

Theme International Holdings Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.70
Price Trends
50DMA
0.55
Positive
100DMA
0.64
Negative
200DMA
0.72
Negative
Market Momentum
MACD
<0.01
Negative
RSI
47.05
Neutral
STOCH
43.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0990, the sentiment is Negative. The current price of 0.7 is above the 20-day moving average (MA) of 0.57, above the 50-day MA of 0.55, and below the 200-day MA of 0.72, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 47.05 is Neutral, neither overbought nor oversold. The STOCH value of 43.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0990.

Theme International Holdings Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
HK$650.70M5.917.76%8.00%-35.49%-32.38%
62
Neutral
HK$243.69M1.757.82%2.39%-39.70%-51.97%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
58
Neutral
HK$8.29B10.459.97%3.33%7.03%123.75%
50
Neutral
HK$8.88B18.065.60%1.77%7.88%16.03%
45
Neutral
HK$20.57B-3.80-11.45%0.38%-1.22%8.37%
44
Neutral
HK$13.41B-3.93-18.85%6.49%-6.57%-6.67%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:0990
Theme International Holdings Limited
0.56
-0.23
-29.11%
HK:0347
Angang Steel Co
1.15
-1.08
-48.43%
HK:0826
Tiangong International Co. Ltd.
3.26
0.76
30.40%
HK:1053
Chongqing Iron & Steel Co., Ltd. Class H
0.89
-0.51
-36.79%
HK:1553
Maike Tube Industry Holdings Limited
1.50
0.09
6.38%
HK:1938
Chu Kong Petroleum & Natural Gas Steel Pipe Holdings Ltd.
0.24
-0.24
-49.79%

Theme International Holdings Limited Corporate Events

Deep Source Wins Extension to Send Circular on Major Subsidiary Disposal
Sep 8, 2026
Deep Source Holdings Limited, incorporated in Bermuda and listed on the Hong Kong Stock Exchange, operates with a broad board structure that includes executive, non-executive and independent directors. While the announcement does not describe its ...
Deep Source Wins Malaysian Approval for AI Data Centre Project
Sep 7, 2026
Deep Source Holdings Limited has secured official approval from Malaysia&#8217;s Ministry of Investment, Trade and Industry for its artificial intelligence data centre project, subject to meeting water and electricity supply conditions. The compan...
Deep Source Holdings Delivers Strong Interim Profit Growth in 2026
Aug 31, 2026
Deep Source Holdings Limited reported a strong interim performance for the six months ended 30 June 2026, with revenue from continuing operations rising to HK$14.96 billion from HK$10.01 billion a year earlier. Gross profit nearly doubled, support...
Deep Source Sets Board Meeting to Approve Interim Results and Consider Dividend
Aug 10, 2026
Deep Source Holdings Limited has scheduled a board meeting for 31 August 2026 to review and approve the interim results for the six months ended 30 June 2026. The board will also consider whether to declare an interim dividend, a decision that cou...
Deep Source Wins Extension to Circular Deadline on Major Disposal
Aug 5, 2026
Deep Source Holdings Limited has classified the planned disposal of certain subsidiaries as a major transaction under Hong Kong listing rules, securing written shareholder approval in lieu of convening a general meeting. The move underscores an on...
Deep Source Updates Bermuda Registered Office While Maintaining Hong Kong Share Registry
Jul 24, 2026
Deep Source Holdings Limited has announced a change in the address of its registered office, principal share registrar and transfer agent in Bermuda, effective 3 August 2026, relocating these functions to Richmond House on Par-la-Ville Road in Ham...
Deep Source Holdings Moves to Utilise Share Buyback Mandate
Jul 21, 2026
Deep Source Holdings Limited has announced that its board has resolved to use the general share repurchase mandate granted by shareholders at the 30 June 2026 annual meeting to buy back shares on the open market. The mandate allows the company to ...
Deep Source Holdings to Divest Key Subsidiaries in Major Transaction
Jul 9, 2026
Deep Source Holdings has agreed to dispose of its entire equity interests in a group of subsidiaries, including BPI HK, BPI Digital Assets and several overseas units, under a share purchase agreement signed on 9 July 2026. Once the transaction com...
Deep Source Drops Acquisition to Refocus on Lithium and AI Strategy
Jul 9, 2026
Deep Source Holdings Limited has terminated its planned acquisition of a 60% equity interest in an unnamed target company after the conditions precedent under the sale and purchase agreement were not fulfilled, causing the agreement to lapse. The ...
Deep Source Shareholders Back All AGM Resolutions, Renew Capital Mandates
Jun 30, 2026
Deep Source Holdings Limited reported that all ordinary and special resolutions proposed at its 30 June 2026 annual general meeting were approved by shareholders via poll, including the adoption of the 2025 financial statements, the re-election of...
Deep Source Further Delays Circular on 60% Stake Acquisition
Jun 29, 2026
Deep Source Holdings Limited has announced a further delay in sending a shareholder circular relating to its planned acquisition of a 60% equity interest in a target company. The circular, originally expected by 30 June 2026, will now be dispatche...
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: Jul 01, 2026