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Tokyo Chuo Auction Holdings Ltd (1939) Fair Value & Analysis

Consumer Cyclical · HK · Market cap HK$241M

TC Tokyo Chuo Auction Holdings Ltd 1939 · HK
PriceHK$0.4250
Fair ValueHK$0.2100
Upside-50.6%
Quality65/100
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Weak Growth
Loss-making · -16.8% net margin
Low debt · generates free cash flow
Ranks above peers (7/11)
Narrow moat 15/100
Evidence: Low Range HK$0.1700 – HK$0.2500 Share as image

Fair value as of: Aug 13, 2026

From 7 valuation models · updated 3 days ago

Share price +4.9% over the past month.

A solid business, but screening 51% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (HK$0.2500). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

HK$10.20 HK$0.3700 Fair Value HK$0.2100 Mar 2021 Aug 2026

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$0.3700 – HK$10.20 · fair‑value band HK$0.1700 – HK$0.2500 · the HK$0.4250 price screens above the HK$0.2100 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Tokyo Chuo Auction Holdings Ltd (1939) currently trades at HK$0.4250, while our model-based Fair Value estimate is HK$0.2100, implying the stock looks roughly 50.6% overvalued today. The Quality Score stands at 65/100 (solid 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).

Over the trailing twelve months, Tokyo Chuo Auction Holdings Ltd generated revenue of HK$107M at a net margin of -16.8%. Revenue grew 139.8% year over year. It earns a return on equity of -7.6%. The balance sheet holds a net cash position of HK$32.7M. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$0.1700 (bear case) to HK$0.2500 (bull case); at HK$0.4250, 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. For context, the median of 10 Consumer Cyclical peers we cover trades at -20% fair-value upside, at -51%, 1939 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.

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
Growth DCF HK$0.6400 HK$0.7700 HK$0.9600 80
Rev-Margin DCF HK$0.4000 HK$0.4600 HK$0.5200 74
NCAV (Graham) HK$0.2200 HK$0.2900 HK$0.4300 50
All 7 models by family
DCF Models
FCF DCF HK$0.6300 HK$0.7600 HK$0.9800 38
5Y Revenue Exit HK$0.4000 HK$0.4500 HK$0.5300 39
10Y Revenue Exit HK$0.5100 HK$0.5500 HK$0.5900 36
Multiples
EV/Revenue HK$0.2100 HK$0.2500 HK$0.2900 43
Asset-Based
NCAV (Graham) HK$0.2200 HK$0.2900 HK$0.4300 50
Growth DCF
Growth DCF HK$0.6400 HK$0.7700 HK$0.9600 80
Rev-Margin DCF HK$0.4000 HK$0.4600 HK$0.5200 74

Widest divergence: DCF Models (HK$0.5500) versus Multiples (HK$0.2500). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$107M
Revenue growth (YoY) +140%
Net margin -16.8%
Return on equity -7.6%
Free cash flow HK$37.0M FY2025
Operating margin 5.0%
More key figures
EPS (TTM) HK$-0.0400
EPS growth (YoY) -79.0%
Net cash HK$32.7M FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 66 · Market factors (momentum, volatility) 8

Profitability 5
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 70
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 27
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 82
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

Shangshan Gold International Holdings Limited, an investment holding company, provides auction, artwork sales, and related services in Hong Kong and Japan. It offers auctions for Chinese and Japanese artworks, such as paintings and calligraphies, antiques, and teawares under the Tokyo Chuo Auction brand name; and exhibition services.

Full company description

Shangshan Gold International Holdings Limited, an investment holding company, provides auction, artwork sales, and related services in Hong Kong and Japan. It offers auctions for Chinese and Japanese artworks, such as paintings and calligraphies, antiques, and teawares under the Tokyo Chuo Auction brand name; and exhibition services. The company is also involved in the money lending services, as well as operates an online trading and information platform. Its customers primarily include sellers who consign artworks for art auction and related business; and buyers who purchase artworks in the art auctions, including artworks artists, masters, experts, merchants, collectors, art galleries, and private museums. The company was formerly known as Tokyo Chuo Auction Holdings Limited and changed its name to Shangshan Gold International Holdings Limited in August 2025. Shangshan Gold International Holdings Limited was founded in 2010 and is headquartered in Tokyo, Japan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tokyo Chuo Auction Holdings Ltd reported revenue of HK$62.1M in FY2025 versus HK$80.8M in FY2021, a compound −6.4%/yr. Reported net income was −HK$19.5M in FY2025.

Growth Quality 29/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
HK$62.1M
Latest YoY
+7.3%
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.
−8.0%
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.
−10.4%
Avg. growth/yr (9Y) 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.
−8.5%
Revenue −6.4%/yr
FY21 HK$80.8M
FY22 HK$79.6M
FY23 HK$72.8M
FY24 HK$57.9M
FY25 HK$62.1M
Net income
FY21 HK$8.4M
FY22 HK$8.4M
FY23 −HK$8.3M
FY24 −HK$26.9M
FY25 −HK$19.5M

1939 screens 51% overvalued. Compare with Alimentation Couche-Tard Inc →

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Cite: Fair Value Calculator (2026). "Tokyo Chuo Auction Holdings Ltd Fair Value". https://www.fairvalue-calculator.com/stock/1939

Peer Group

Specialty Retail · 223 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 65 · Top 25%
Fair Value upside −51% · Bottom 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) -17% · Bottom 25%
Operating margin (TTM) 5% · Above median
Revenue growth 140% · Top 25%
Debt / equity 0.10× · Lower than median

Valuation Multiples vs Specialty Retail median · lower = cheaper

P/B 0.14× · Cheaper than 75% of peers
P/S (TTM) 0.29× · Cheaper than median
P/FCF 0.8× · Cheaper 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 29
FUTURE 100 · sector 23
PAST 0 · sector 26
HEALTH 95 · sector 94
DIVIDEND 0 · sector 58

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.

None of the checked exposures detected

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).

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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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Frequently asked questions

Is Tokyo Chuo Auction Holdings Ltd (1939) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.2100 versus a price of HK$0.4250, about −51% (overvalued).
What is the fair value of 1939?
Our model-based fair value for Tokyo Chuo Auction Holdings Ltd is HK$0.2100 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$0.4250.
What is the quality score of 1939?
Tokyo Chuo Auction Holdings Ltd has a Quality Score of 65/100. 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 Tokyo Chuo Auction Holdings Ltd (1939)?
Tokyo Chuo Auction Holdings Ltd reported trailing-twelve-month revenue of about HK$107M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 1939?
The net profit margin of Tokyo Chuo Auction Holdings Ltd is about -16.8%, 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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