MOBI Development Co (0947) Fair Value & Analysis
Technology · HK · Market cap HK$147M
Fair value as of: Aug 13, 2026
From 1 valuation models · updated 2 days ago
Fair value updated Aug 13, 2026, revised from HK$0.2800 to HK$0.2200 (−21.4%) since Aug 5, 2026. Share price −2.3% over the past month.
Below-average quality, screening 30% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (HK$0.1600 to HK$0.3300) leaves room in how you read the outcome.
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$0.1110 – HK$0.6700 · fair‑value band HK$0.1600 – HK$0.3300 · the HK$0.1690 price screens below the HK$0.2200 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
MOBI Development Co (0947) currently trades at HK$0.1690, while our model-based Fair Value estimate is HK$0.2200, implying the stock looks roughly 30.2% undervalued today. The Quality Score stands at 39/100 (below-average quality), in the Technology 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, MOBI Development Co generated revenue of HK$395M at a net margin of -23.8%. Revenue declined 32.3% year over year. It earns a return on equity of -28.0%. Net debt stands at HK$69.7M. Fundamentals as of Aug 13, 2026
Our scenario range runs from HK$0.1600 (bear case) to HK$0.3300 (bull case); at HK$0.1690, 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 61% below its 52-week high and 66% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -50% fair-value upside, at 30%, 0947 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 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) 44
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
MOBI Development Co., Ltd., an investment holding company, researches, develops, manufactures, and sells antenna system, base station radio frequency subsystem, and products of coverage extension solutions.
Full company description
MOBI Development Co., Ltd., an investment holding company, researches, develops, manufactures, and sells antenna system, base station radio frequency subsystem, and products of coverage extension solutions. Its solutions are used in the components of mobile communication coverage systems, including wireless access systems, 2G, 3G, 4G, 5G, MIMO, 5G-A, green antennas, satellite communications, and microwave transmission networks. The company sells its products under the MOBI brand. It also trades in antennas and radio frequency subsystems. The company serves system and telecommunications equipment manufacturers, wireless network solution providers, and network and telecommunications operators. It has operations in the People's Republic of China, rest of Asia, Europe, the Americas, and internationally. MOBI Development Co., Ltd. was founded in 1999 and is headquartered in Shenzhen, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
MOBI Development Co reported revenue of HK$395M in FY2025 versus HK$661M in FY2021, a compound −12.1%/yr. Reported net income was −HK$93.9M in FY2025.
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Peer Group
Communication Equipment · 300 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 Communication Equipment 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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $120.43 | $61.53 | -49% |
| Zhongji Innolight Co 300308 | ¥921.00 | ¥171.09 | -81% |
| Foxconn Industrial Internet Co 601138 | ¥65.60 | ¥28.65 | -56% |
| Eoptolink Technology Inc 300502 | ¥429.90 | ¥176.99 | -59% |
| Nokia Oyj NOK | $10.32 | $3.77 | -63% |
| Motorola Solutions, Inc MSI | $469.74 | $236.33 | -50% |
| Suzhou TFC Optical Communication Co 300394 | ¥240.05 | ¥43.67 | -82% |
| Accton Technology Corporation 2345 | 2,270 TWD | 1,135 TWD | -50% |
| Telefonaktiebolaget LM Ericsson (publ), ERICB | kr 97.78 | kr 157.82 | +61% |
| ZTE Corporation 000063 | ¥35.59 | ¥19.72 | -45% |
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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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