Asia Cassava Resources Holdings (0841) Fair Value & Analysis
Consumer Defensive · HK · Market cap HK$73.7M
Fair value as of: Aug 5, 2026
From 3 valuation models · updated today
Fair value updated Aug 5, 2026, revised from HK$0.4100 to HK$0.3900 (−4.9%) since Jul 2, 2026. Share price +50.0% over the past month.
Below-average quality, screening 106% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (42/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case (HK$0.3600). The market is more pessimistic than our downside scenario.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 5, 2026.
How to read this chart
60‑month range HK$0.0610 – HK$0.3600 · fair‑value band HK$0.3600 – HK$0.4200 · the HK$0.1890 price screens below the HK$0.3900 fair value. Dashed = 300-day average. As of Aug 5, 2026.
Analysis
Asia Cassava Resources Holdings (0841) currently trades at HK$0.1890, while our model-based Fair Value estimate is HK$0.3900, implying the stock looks roughly 106.4% undervalued today. We read business quality at 42/100 (below-average quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.
Over the trailing twelve months, Asia Cassava Resources Holdings generated revenue of HK$1.4B at a net margin of -8.1%. Revenue grew 88.9% year over year. It earns a return on equity of -35.1%. Net debt stands at HK$822M. Fundamentals as of Aug 5, 2026
Our scenario range runs from HK$0.3600 (bear case) to HK$0.4200 (bull case); at HK$0.1890, the current price sits below that range. The share trades about 37% below its 52-week high and 159% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at 106%, 0841 screens cheaper 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 3 models by family
Widest divergence: Asset-Based (HK$0.5800) versus Dividend Discount (HK$0.4100). Highest evidence: Gordon GGM (70).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 34 · Market factors (momentum, volatility) 58
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
Asia Cassava Resources Holdings Limited, an investment holding company, engages in the procurement, processing, warehousing, logistics, and sale of dried cassava chips in Mainland China, Hong Kong, Laos, and Thailand.
Full company description
Asia Cassava Resources Holdings Limited, an investment holding company, engages in the procurement, processing, warehousing, logistics, and sale of dried cassava chips in Mainland China, Hong Kong, Laos, and Thailand. The company operates through three segments: Procurement and Sale of Dried Cassava Chips; Property Investment; and Hotel and Serviced Apartment Operations. It also invests in office spaces and industrial properties; holds trademarks; collects debts; operates services apartments; and provides shipping agency services. In addition, the company engages in the operation of a hotel, restaurant, and ancillary entertainment facilities; property investment; and trading and tendering of dried cassava chips, as well as manufacturing and processing of tapioca starch. The company was founded in 1984 and is headquartered in Tsim Sha Tsui, Hong Kong. Asia Cassava Resources Holdings Limited is a subsidiary of Art Rich Management Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Asia Cassava Resources Holdings reported revenue of HK$978M in FY2025 versus HK$2.7B in FY2021, a compound −22.5%/yr. Reported net income was −HK$131M in FY2025.
Watch 0841: get an alert when its fair value changes →
Peer Group
Packaged Foods · 672 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.
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 Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,427 | ₹362.37 | -75% |
| Britannia Industries Limited BRITANNIA | ₹5,413 | ₹1,870 | -65% |
| Tata Consumer Products Limited TATACONSUM | ₹1,089 | ₹327.27 | -70% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 6,650 IDR | 15,757 IDR | +137% |
| Samyang Foods Co 003230 | 1,139,000 KRW | 1,010,543 KRW | -11% |
| Patanjali Foods Limited PATANJALI | ₹413.80 | ₹157.04 | -62% |
| Vietnam Dairy Products Joint Stock Company VNM | 58,500 VND | 68,259 VND | +17% |
| PT Mayora Indah Tbk, MYOR | 1,750 IDR | 2,699 IDR | +54% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,490 IDR | 4,355 IDR | -3% |
| Nongshim Co 004370 | 348,500 KRW | 530,619 KRW | +52% |
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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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