Guangdong Guanghong Holdings (000529) Fair Value & Analysis
Consumer Defensive · CN · Market cap 2.8B CNY
Fair value as of: Aug 8, 2026
From 12 valuation models · updated 3 days ago
Fair value updated Aug 8, 2026, revised from ¥3.58 to ¥4.10 (+14.6%) since Jul 21, 2026. Share price +5.9% over the past month.
Below-average quality, and screening another 16% overvalued on our models.
What matters now
- Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
- Our model range runs from ¥3.07 (bear) to ¥5.12 (bull), base ¥4.10. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 36/100 (below-average quality) with medium evidence: read the verdict with care.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.
How to read this chart
60‑month range ¥4.26 – ¥9.09 · fair‑value band ¥3.07 – ¥5.12 · the ¥4.87 price screens above the ¥4.10 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 8, 2026.
Analysis
Guangdong Guanghong Holdings (000529) currently trades at ¥4.87, while our model-based Fair Value estimate is ¥4.10, implying the stock looks roughly 15.8% overvalued today. The Quality Score stands at 36/100 (below-average quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Guangdong Guanghong Holdings generated revenue of 2.1B CNY at a net margin of 5.2%. Revenue grew 0.4% year over year. It earns a return on equity of 5.3%. Net debt stands at 1.1B CNY. Fundamentals as of Aug 8, 2026
Our scenario range runs from ¥3.07 (bear case) to ¥5.12 (bull case); at ¥4.87, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 26% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -16%, 000529 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: Growth Earnings (¥4.09) versus Earnings-Based (¥1.68). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 36 · Market factors (momentum, volatility) 40
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Guangdong Guanghong Holdings Co.,Ltd. engages in the frozen food storage and supply business in China. It operates through Parent Company, Agriculture and Animal Husbandry Industry, Food Cold Chain Industry, E-Commerce Industry, and Other Industries segments.
Full company description
Guangdong Guanghong Holdings Co.,Ltd. engages in the frozen food storage and supply business in China. It operates through Parent Company, Agriculture and Animal Husbandry Industry, Food Cold Chain Industry, E-Commerce Industry, and Other Industries segments. The company offers frozen pork products, frozen meat, and Chinese sausages and bacon under the Guangshi, Yueqiao, and Shishan brands, as well as frozen cattle and sheep products. It is also involved in the breeding and farming of pigs and chickens; cold storage and store rental; property leasing; liquor and mixed food sales; and e-commerce activities. In addition, the company engages in agriculture, forestry, animal husbandry, fishery, and auxiliary activities; technology promotion and application; and business services. The company was formerly known as Guangdong Meiya Group Co., Ltd and changed its name to Guangdong Guanghong Holdings Co.,Ltd. in August 2009. Guangdong Guanghong Holdings Co., Ltd. was founded in 1985 and is based in Guangzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Guangdong Guanghong Holdings reported revenue of ¥2.1B in FY2025 versus ¥3.6B in FY2021, a compound −13.2%/yr. Reported net income was ¥123M in FY2025, compounding −21.9%/yr from FY2021.
of which total revenue +4.7 pp · buybacks/dilution −0.1 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
000529 screens 16% overvalued. Compare with Muyuan Foods Group →
Peer Group
Farm Products · 288 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Farm Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| Thaifoods Group TFGR | 10.60 THB | 23.53 THB | +122% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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