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Added to YB: 2025-04-07

Pitch date: 2025-04-03

2360.HK [neutral]

Best Mart 360 Holdings Limited

+36.28%

current return

Author Info

Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.

Company Info

Best Mart 360 Holdings Limited, an investment holding company, engages in leisure food retailing by operating chain retail stores under Best Mart 360 and FoodVille brands in Hong Kong, Macau, and the People’s Republic of China.

Market Cap

HKD 1.9B

Pitch Price

HKD 1.53

Price Target

N/A

Dividend

10.82%

EV/EBITDA

3.98

P/E

7.84

EV/Sales

0.74

Sector

Consumer Staples Distribution and Retail

Category

value

Show full summary:
Portfolio Review March 2025: Key Holdings - Best Mart 360 Holdings Limited

2360.HK (holding update): Best Mart 360 FY24: Rev +9%, Op profit +13.2%, Net profit +10.3%. Outperformed HK retail -7.3%. Closed China stores, +9 net in HK/Macau. Private label up 15.6% to 17%. 2.3M members +7.4%. Cautious guidance. P/E 7.3x, 11.7% yield. Risks: Related party deals, CEO bribery allegation (no charges). Still undervalued.

Read full article (2 min)