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China HK Power Smart Energy Group (0931) Fair Value & Analysis

Energy · HK · Market cap HK$2.4B

CH China HK Power Smart Energy Group 0931 · HK
PriceHK$0.2900
Fair ValueHK$0.1360
Upside-53.1%
Quality26/100
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Weak Growth
Loss-making · -17.4% net margin
High debt · negative free cash flow
Trails peers (0/10)
Narrow moat 1/100
Evidence: Low Range HK$0.0680 – HK$0.2040 Share as image

Fair value as of: Aug 5, 2026

From 1 valuation models · updated 11 days ago

Share price +1.8% over the past month.

Below-average quality, and screening another 53% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (HK$0.2040). The favourable scenario is already priced in.
  • Weak quality (26/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (HK$0.0680 to HK$0.2040). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

HK$0.7200 HK$0.1810 Fair Value HK$0.1360 Mar 2021 Aug 2026

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$0.1810 – HK$0.7200 · fair‑value band HK$0.0680 – HK$0.2040 · the HK$0.2900 price screens above the HK$0.1360 fair value. Dashed = 300-day average. As of Aug 5, 2026.

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Analysis

China HK Power Smart Energy Group (0931) currently trades at HK$0.2900, while our model-based Fair Value estimate is HK$0.1360, implying the stock looks roughly 53.1% overvalued today. The Quality Score stands at 26/100 (below-average quality), in the Energy 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).

Over the trailing twelve months, China HK Power Smart Energy Group generated revenue of HK$714M at a net margin of -17.4%. Revenue grew 0.1% year over year. It earns a return on equity of -42.7%. Net debt stands at HK$669M. Fundamentals as of Aug 5, 2026

Our scenario range runs from HK$0.0680 (bear case) to HK$0.2040 (bull case); at HK$0.2900, 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 62% below its 52-week high and 37% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -56% fair-value upside, at -53%, 0931 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) HK$0.0100 HK$0.0200 HK$0.0300 50
All 1 models by family
Asset-Based
NCAV (Graham) HK$0.0100 HK$0.0200 HK$0.0300 50

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Key figures & financial health

Revenue (TTM) HK$714M
Revenue growth (YoY) +0.1%
Net margin -17.4%
Return on equity -42.7%
Free cash flow −HK$133M FY2024
Operating margin -16.2%
More key figures
EPS (TTM) HK$-0.0200
Net debt HK$669M FY2024

Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 26/100

Of which business quality 26 · Market factors (momentum, volatility) 33

Profitability 7
Margins and returns on capital today
Quality Growth 90
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 7
Balance sheet, leverage, solvency risk
Investment 79
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 33
Distance to the 52-week high (market factor)
Net Issuance 13
Buybacks instead of dilution

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

China HK Power Smart Energy Group Limited, an investment holding company, sells and distributes liquefied natural gas (LNG) in the People's Republic of China and Hong Kong. The company engages in the wholesale and point-to-point supply of LNG; LNG pipeline network; and LNG logistic services.

Full company description

China HK Power Smart Energy Group Limited, an investment holding company, sells and distributes liquefied natural gas (LNG) in the People's Republic of China and Hong Kong. The company engages in the wholesale and point-to-point supply of LNG; LNG pipeline network; and LNG logistic services. It provides finance leasing services for LNG vehicles and equipment; and securities brokerage, money lending, and asset management services. In addition, the company develops LNG refueling facilities on floating barges; develops LNG related technologies; operates LNG refueling stations; trades in gas ignition equipment; utilizes new energy sources; and supplies and manages LNG. Further, it is involved in the construction and operation of natural gas filling stations; wholesale of ethanol and liquefied petroleum gas; trading of natural gas and transportation; and dealing in securities. China HK Power Smart Energy Group Limited was formerly known as China LNG Group Limited and changed its name to China HK Power Smart Energy Group Limited in November 2023. The company was founded in 1995 and is headquartered in Central, Hong Kong.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

China HK Power Smart Energy Group reported revenue of HK$713M in FY2024 versus HK$1.9B in FY2020, a compound −21.3%/yr. Reported net income was −HK$106M in FY2024.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2024)
HK$713M
Latest YoY
+57.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−23.2%
Avg. growth/yr (24Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.3%
Revenue −21.3%/yr
FY20 HK$1.9B
FY21 HK$433M
FY22 HK$212M
FY23 HK$454M
FY24 HK$713M
Net income
FY20 −HK$252M
FY21 −HK$199M
FY22 −HK$167M
FY23 −HK$139M
FY24 −HK$106M

0931 screens 53% overvalued. Compare with Reliance Industries Limited →

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Cite: Fair Value Calculator (2026). "China HK Power Smart Energy Group Fair Value". https://www.fairvalue-calculator.com/stock/0931

Peer Group

Oil & Gas Refining & Marketing · 115 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.

Quality Score 26 · Bottom 25%
Fair Value upside −53% · Bottom 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) -17% · Bottom 25%
Operating margin (TTM) -16% · Bottom 25%
Revenue growth 0% · Below median
Debt / equity 2.25× · Higher than 75% of peers

Valuation Multiples vs Oil & Gas Refining & Marketing median · lower = cheaper

P/B 1.38× · Pricier than median
P/S (TTM) 0.44× · Pricier than 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.

VALUE 0 · sector 15
FUTURE 1 · sector 15
PAST 0 · sector 33
HEALTH 0 · sector 81
DIVIDEND 0 · sector 68

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.

Oil & gas

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Oil & Gas Refining & Marketing stocks, each showing price versus our Fair Value estimate (as of Aug 5, 2026).

Stock Price Fair Value vs Fair Value
Reliance Industries Limited RELIANCE ₹1,329 ₹751.26 -43%
Valero Energy Corporation VLO $330.21 $127.32 -61%
Marathon Petroleum Corporation MPC $348.25 $133.18 -62%
Phillips 66 PSX $225.58 $99.41 -56%
Neste Oyj NESTE €29.61 €3.83 -87%
Formosa Petrochemical Corporation 6505 70.20 TWD 15.32 TWD -78%
Bharat Petroleum Corporation BPCL ₹317.00 ₹846.81 +167%
SK Innovation Co 096770 122,400 KRW 53,541 KRW -56%
S-Oil Corporation 010950 140,900 KRW 19,441 KRW -86%
HD Hyundai Co 267250 230,500 KRW 286,077 KRW +24%

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Frequently asked questions

Is China HK Power Smart Energy Group (0931) overvalued or undervalued?
As of Aug 5, 2026, our model estimates a fair value of HK$0.1360 versus a price of HK$0.2900, about −53% (overvalued).
What is the fair value of 0931?
Our model-based fair value for China HK Power Smart Energy Group is HK$0.1360 (as of Aug 5, 2026), built from audited fundamentals. The current price is HK$0.2900.
What is the quality score of 0931?
China HK Power Smart Energy Group has a Quality Score of 26/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of China HK Power Smart Energy Group (0931)?
China HK Power Smart Energy Group reported trailing-twelve-month revenue of about HK$714M (latest available figure, as of Aug 5, 2026).
What is the net profit margin of 0931?
The net profit margin of China HK Power Smart Energy Group is about -17.4%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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