Yoho Group Holdings Ltd. (2347) AI Stock Analysis

Yoho Group Holdings Ltd.

(HKEX:2347)

Select Model

Rating:62Neutral

Price Target:HKD 0.75▼(-1.71% Downside)

Action:reiterated

Date:10/24/26

The score is supported primarily by a sound balance sheet and improved latest-year cash generation, but is reduced by slowing growth, compressed profitability, and weak technical momentum. The moderate P/E and attractive dividend yield provide partial support.

Positive Factors

Conservative balance sheetVery low leverage reduces financial risk and gives Yoho greater flexibility to manage weaker retail conditions. The conservative capital structure can also support continued investment in its e-commerce and retail operations without excessive dependence on borrowing.

Negative Factors

Uneven revenue trajectoryThe prolonged revenue pullback and modest recovery indicate inconsistent demand or limited expansion in the core business. Uneven top-line performance makes it harder to achieve operating leverage, plan investments confidently, and build a steadily compounding earnings base.

Yoho Group Holdings Ltd. (2347) vs. iShares MSCI Hong Kong ETF (EWH)

Market Cap: HKD 367.91M
Dividend Yield: 3.95%
Average Volume (3M): 196.12K
Price to Earnings (P/E): 22.3
Beta (1Y): 0.35
Revenue Growth: -2.26%
EPS Growth: -17.43%
Country: Hong Kong
Employees: 97
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Specialty Retail

Yoho Group Holdings Ltd. Business Overview & Revenue Model

Company Description

Yoho Group Holdings Ltd. operates a retail business with both online and physical store presences, serving customers in Hong Kong, mainland China, and other international markets. The company provides a wide array of products, such as consumer electr...

How the Company Makes Money

Yoho Group Holdings Ltd. generates revenue primarily through (1) direct sales of merchandise to customers via its e-commerce platforms (i.e., the company procures inventory and sells products as a retailer, earning revenue from the gross value of goo...

Yoho Group Holdings Ltd. Financial Statement Overview

Summary

Financial performance is mixed but generally solid: low leverage and a healthy equity base support the balance sheet, while latest-year cash generation improved materially. However, revenue growth has slowed, margins have compressed, and historical cash flow has been uneven.

Income Statement

62Positive

Balance Sheet

72Positive

Cash Flow

75Positive

Financial statement breakdown
Breakdown	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2023	Mar 2022
Income Statement
Total Revenue	736.77M	736.77M	753.79M	855.08M	841.15M	790.05M
Gross Profit	117.31M	117.31M	118.12M	131.20M	121.83M	122.75M
EBITDA	30.54M	30.54M	40.54M	22.79M	41.32M	13.79M
Net Income	16.75M	16.75M	20.47M	6.30M	22.30M	-225.00K
Balance Sheet
Total Assets	347.99M	347.99M	355.90M	346.94M	372.65M	240.29M
Cash, Cash Equivalents and Short-Term Investments	228.25M	228.25M	190.16M	209.94M	229.59M	126.26M
Total Debt	12.64M	12.64M	27.95M	30.01M	26.80M	20.30M
Total Liabilities	80.64M	80.64M	84.66M	82.07M	97.85M	161.54M
Stockholders Equity	267.35M	267.35M	271.23M	264.86M	274.81M	78.75M
Cash Flow
Free Cash Flow	76.44M	76.44M	-8.33M	-18.74M	34.23M	35.02M
Operating Cash Flow	76.66M	76.66M	-4.38M	-10.76M	34.52M	39.60M
Investing Cash Flow	55.47M	55.47M	-49.87M	-86.01M	-21.23M	-4.55M
Financing Cash Flow	-38.21M	-38.21M	-39.00M	99.75M	-23.44M	53.65M

Yoho Group Holdings Ltd. Technical Analysis

Technical Analysis SentimentPositive

Last Price0.76

Price Trends

50DMA0.75Positive

100DMA0.74Positive

200DMA0.71Positive

Market Momentum

MACD-0.00Positive

RSI50.53Neutral

STOCH79.30Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:2347, the sentiment is Positive. The current price of 0.76 is below the 20-day moving average (MA) of 0.76, above the 50-day MA of 0.75, and above the 200-day MA of 0.71, indicating a neutral trend. The MACD of -0.00 indicates Positive momentum. The RSI at 50.53 is Neutral, neither overbought nor oversold. The STOCH value of 79.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:2347.

Yoho Group Holdings Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

HK:2347 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HK:0178	73Outperform	HKD 4.05B	19.92	16.40%	2.06%	11.19%	160.48%
HK:2209	69Neutral	HKD 1.21B	5.64	31.59%	3.46%	31.51%	22.05%
HK:2420	68Neutral	HKD 2.25B	6.26	35.74%	5.11%	49.66%	89.35%
HK:2347	62Neutral	HKD 374.55M	22.29	6.22%	3.95%	-2.26%	-17.43%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
HK:9896	50Neutral	HKD 24.06B	17.16	14.11%	6.58%	30.79%	-44.14%
HK:0653	44Neutral	HKD 63.52M	0.49	6.58%	―	52.42%	―

* Consumer Cyclical Sector Average

Performance Comparison

HK:2347 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
HK:2347	Yoho Group Holdings Ltd.	0.76	0.14	22.19%
HK:0653	Bonjour Holdings Limited	0.94	-1.28	-57.43%
HK:2209	YesAsia Holdings Limited	2.89	-1.92	-39.95%
HK:9896	MINISO Group Holding Ltd.	19.82	-20.46	-50.80%
HK:0178	Sa Sa International Holdings Limited	1.30	0.73	126.96%
HK:2420	Zibuyu Group Limited	4.50	1.14	34.09%

Yoho Group Holdings Ltd. Corporate Events

Yoho Group shareholders approve dividend, director re-elections and capital mandates at AGM

Aug 26, 2026

Yoho Group Holdings Ltd. reported the results of its annual general meeting held on 26 August 2026, where shareholders voted on a series of ordinary resolutions covering financial reporting, governance and capital management matters. The company&#821...

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: Oct 24, 2026

Yoho Group Holdings Ltd. AI Stock Analysis