Bonjour Holdings (0653) Fair Value & Analysis
Consumer Cyclical · HK · Market cap HK$30.0M
Fair value as of: Aug 13, 2026
From 1 valuation models · updated 2 days ago
Fair value updated Aug 13, 2026, revised from HK$0.0413 to HK$0.0307 (−25.6%) since Aug 2, 2026. Share price −16.0% over the past month.
Below-average quality, and screening another 27% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (HK$0.0338). The favourable scenario is already priced in.
- Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
- Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range HK$0.0140 – HK$4.64 · fair‑value band HK$0.0276 – HK$0.0338 · the HK$0.0420 price screens above the HK$0.0307 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Bonjour Holdings (0653) currently trades at HK$0.0420, while our model-based Fair Value estimate is HK$0.0307, implying the stock looks roughly 26.9% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Consumer Cyclical 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: low).
Trailing-twelve-month revenue stands at HK$48.1M. Revenue declined 50.4% year over year. Net debt stands at HK$61.0M. Fundamentals as of Aug 13, 2026
Our scenario range runs from HK$0.0276 (bear case) to HK$0.0338 (bull case); at HK$0.0420, the current price sits above 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 74% below its 52-week high and 200% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -20% fair-value upside, at -27%, 0653 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 1 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 39 · Market factors (momentum, volatility) 22
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
Bonjour Holdings Limited, an investment holding company, engages in the retail and wholesale of beauty, healthcare, and lifestyle products in Hong Kong and Macau. It operates through Wholesaling and Retailing of Beauty, Healthcare and Lifestyle Products; and Wholesaling of Technology Products segments.
Full company description
Bonjour Holdings Limited, an investment holding company, engages in the retail and wholesale of beauty, healthcare, and lifestyle products in Hong Kong and Macau. It operates through Wholesaling and Retailing of Beauty, Healthcare and Lifestyle Products; and Wholesaling of Technology Products segments. The company offers beauty, skin care, perfume, health care products, hair and body care, personal care, daily necessities, global specialty foods, and other products, as well as snacks from Japan, Korea, and Taiwan. It is also involved in the e-commerce business. Bonjour Holdings Limited was founded in 1991 and is headquartered in Tsuen Wan, Hong Kong.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bonjour Holdings reported revenue of HK$103M in FY2025 versus HK$627M in FY2021, a compound −36.3%/yr. Reported net income was −HK$120M in FY2025.
0653 screens 27% overvalued. Compare with Alimentation Couche-Tard Inc →
Peer Group
Specialty Retail · 222 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 Specialty Retail 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.
VALUE 0: the price sits above our fair-value range.
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 Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alimentation Couche-Tard Inc ATD | C$93.19 | C$75.00 | -20% |
| Casey's General Stores, Inc CASY | $839.03 | $398.90 | -52% |
| Williams-Sonoma, Inc WSM | $245.15 | $162.63 | -34% |
| Ulta Beauty, Inc ULTA | $531.89 | $475.40 | -11% |
| DICK'S Sporting Goods, Inc DKS | $202.66 | $181.10 | -11% |
| Best Buy Co BBY | $83.00 | $108.04 | +30% |
| China Tourism Group 601888 | ¥54.97 | ¥40.40 | -27% |
| Tractor Supply Company TSCO | $36.43 | $35.52 | -2% |
| Murphy USA Inc MUSA | $544.22 | $423.35 | -22% |
| Taiwan Mobile Co 3045 | 109.50 TWD | 80.98 TWD | -26% |
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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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