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Added to YB: 2025-05-15

Pitch date: 2025-05-05

2660.HK [neutral]

Zengame Technology Holding Limited

+24.53%

current return

Author Info

No bio for this author

Company Info

Zengame Technology Holding Limited, an investment holding company, develops and operates mobile games primarily in the People’s Republic of China.

Market Cap

HKD 2.1B

Pitch Price

HKD 1.94

Price Target

N/A

Dividend

6.61%

EV/EBITDA

-0.09

P/E

5.02

EV/Sales

-0.03

Sector

Entertainment

Category

value

Show full summary:
RF Capital Management Portfolio Holding: Zengame Technology Holding Limited

2660.HK (holding update): Mahjong game maker trading at <2x EV/EBIT, 5x earnings/FCF, 0.84x tangible book, 1.07x NCAV with 29-48% ROIC and 6.6% dividend yield. Flagship game consistently in Top 5 iOS, Fishing Master rising. Priced for permanent decline but has strong floor valuation even in no-growth scenario with free upside options.

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