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Ubot Holding Ltd (8529) Fair Value & Analysis

Technology · HK · Market cap HK$185M

UH Ubot Holding Ltd 8529 · HK
PriceHK$0.3000
Fair ValueHK$0.1785
Upside-40.5%
Quality51/100
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Weak Growth
Thin margins · 6.4% net margin
generates free cash flow
4.23% dividend yield
Ranks above peers (10/13)
Moderate moat 48/100
Evidence: High Range HK$0.1190 – HK$0.2805 Share as image

Fair value as of: Aug 13, 2026

From 23 valuation models · updated 4 days ago

Share price +28.2% over the past month.

A solid business, but screening 41% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (HK$0.2805). The favourable scenario is already priced in.
  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (HK$0.1190 to HK$0.2805) leaves room in how you read the outcome.
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Price vs Fair Value (2 years)

HK$0.6704 HK$0.1174 Fair Value HK$0.1785 Jun 2024 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

26‑month range HK$0.1174 – HK$0.6704 · fair‑value band HK$0.1190 – HK$0.2805 · the HK$0.3000 price screens above the HK$0.1785 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Ubot Holding Ltd (8529) currently trades at HK$0.3000, while our model-based Fair Value estimate is HK$0.1785, implying the stock looks roughly 40.5% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Technology 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: high).

Over the trailing twelve months, Ubot Holding Ltd generated revenue of HK$200M at a net margin of 6.4%. Revenue grew 31.0% year over year. It earns a return on equity of 16.3%. Net debt stands at HK$81.1M. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$0.1190 (bear case) to HK$0.2805 (bull case); at HK$0.3000, 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 61% below its 52-week high and 100% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -54% fair-value upside, at -41%, 8529 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
Residual Income HK$0.1500 HK$0.1700 HK$0.3400 76
Growth DCF HK$0.0200 HK$0.0200 HK$0.0300 72
Gordon GGM HK$0.0400 HK$0.0400 HK$0.0500 70
All 23 models by family
DCF Models
FCF DCF HK$0.0200 HK$0.0200 HK$0.0300 38
Owner Earnings HK$0.0900 HK$0.1100 HK$0.1400 31
5Y Revenue Exit HK$0.1400 HK$0.2300 HK$0.3600 39
5Y EBITDA Exit HK$0.3500 HK$0.6000 HK$0.9200 41
5Y P/E Exit HK$0.2500 HK$0.4200 HK$0.6200 38
10Y Revenue Exit HK$0.0800 HK$0.1300 HK$0.1900 36
10Y EBITDA Exit HK$0.1900 HK$0.3300 HK$0.4700 37
10Y P/E Exit HK$0.1400 HK$0.2300 HK$0.3200 35
Earnings-Based
Graham-Dodd HK$0.1700 HK$0.2100 HK$0.2300 54
EPV HK$0.1900 HK$0.2100 HK$0.2300 59
Dividend Discount
Gordon GGM HK$0.0400 HK$0.0400 HK$0.0500 70
DDM Multi-Stage HK$0.0400 HK$0.0500 HK$0.0600 61
Multiples
P/E Multiple HK$0.5200 HK$0.7000 HK$0.8700 63
P/S Multiple HK$0.3200 HK$0.4200 HK$0.5300 58
P/B Multiple HK$0.3200 HK$0.4200 HK$0.5300 55
EV/EBIT HK$0.5200 HK$0.6800 HK$0.8500 53
EV/EBITDA HK$0.7600 HK$1.01 HK$1.26 54
EV/Revenue HK$0.2600 HK$0.3700 HK$0.4800 43
Asset-Based
NCAV (Graham) HK$0.0800 HK$0.1100 HK$0.1600 50
Growth DCF
Growth DCF HK$0.0200 HK$0.0200 HK$0.0300 72
Economic Profit
Residual Income HK$0.1500 HK$0.1700 HK$0.3400 76
ROIC Compounder HK$0.1900 HK$0.2100 HK$0.2400 67
Growth Earnings
Growth-Adj P/E HK$0.3700 HK$0.5200 HK$0.6800 68

Widest divergence: Growth Earnings (HK$0.5200) versus Growth DCF (HK$0.0200). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) HK$200M
Revenue growth (YoY) +31.0%
Net margin 6.4%
Return on equity 16.3%
Free cash flow HK$765K FY2025
P/E ratio 18.0 as of Jul 3, 2026
More key figures
Operating margin 8.8%
EPS (TTM) HK$0.0100
Dividend yield 4.2%
Net debt HK$81.1M FY2025

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

Quality Score breakdown

Overall quality 51/100

Of which business quality 49 · Market factors (momentum, volatility) 50

Profitability 52
Margins and returns on capital today
Quality Growth 88
Are margins and returns improving?
Cashflow 37
Earnings quality: real cash, not paper profit
Fin. Strength 35
Balance sheet, leverage, solvency risk
Investment 57
Disciplined investing over empire-building
Low Volatility 14
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 62
Distance to the 52-week high (market factor)
Net Issuance 38
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

UBoT Holding Limited, an investment holding company, engages in the research and development, manufacture, and sale of back-end semiconductor transport media, micro-electro-mechanical-system (MEMS), and sensor packaging products. The company operates through Back-end Semiconductor Transport Media; and MEMS and Sensor Packaging segments.

Full company description

UBoT Holding Limited, an investment holding company, engages in the research and development, manufacture, and sale of back-end semiconductor transport media, micro-electro-mechanical-system (MEMS), and sensor packaging products. The company operates through Back-end Semiconductor Transport Media; and MEMS and Sensor Packaging segments. The company offers tray and carrier tape that are primarily used for the protection of semiconductor devices, including power discrete semiconductor device, optoelectronic, integrated circuits (IC) and sensors, etc. It also provides promotion and marketing services; and technical and customer service support. The company serves fabless semiconductor enterprises, integrated device manufacturers, IC assembly, and packaging test providers. It operates in Hong Kong, the People's Republic of China, Southeast Asia, Taiwan, the United States, Europe, Korea, and Japan. The company was founded in 2005 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

Ubot Holding Ltd reported revenue of HK$200M in FY2025 versus HK$203M in FY2021, a compound −0.4%/yr. Reported net income was HK$12.8M in FY2025, compounding −16.5%/yr from FY2021.

Growth Quality 37/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
HK$200M
Latest YoY
+22.5%
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.
−8.1%
Revenue −0.4%/yr
FY21 HK$203M
FY22 HK$258M
FY23 HK$189M
FY24 HK$163M
FY25 HK$200M
Net income −16.5%/yr
FY21 HK$26.4M
FY22 HK$21.8M
FY23 HK$5.0M
FY24 −HK$23.2M
FY25 HK$12.8M

8529 screens 41% overvalued. Compare with NVIDIA Corporation →

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Cite: Fair Value Calculator (2026). "Ubot Holding Ltd Fair Value". https://www.fairvalue-calculator.com/stock/8529

Peer Group

Semiconductors · 323 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 51 · Below median
Fair Value upside −41% · Above median
Return on equity (TTM) 16% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 6% · Below median
Operating margin (TTM) 9% · Above median
Revenue growth 31% · Above median
Dividend yield (TTM) 4.2% · Top 25%

Valuation Multiples vs Semiconductors median · lower = cheaper

P/E (TTM) 18.0× · Cheaper than 75% of peers
P/B 2.22× · Cheaper than median
P/S (TTM) 0.93× · Cheaper than 75% of peers
P/FCF 30.8× · Pricier than 75% of peers
EV/EBITDA 7.8× · Cheaper than 75% of peers

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 0
FUTURE 100 · sector 60
PAST 65 · sector 23
HEALTH 0 · sector 96
DIVIDEND 85 · sector 21

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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $217.50 $98.98 -54%
Taiwan Semiconductor Manufacturing Company TSM $429.15 $291.42 -32%
Broadcom Inc 1AVGO €366.85 €121.25 -67%
Micron Technology, Inc ZMIC C$43.68 C$6.23 -86%
SK hynix Inc 000660 1,504,000 KRW 1,481,291 KRW -2%
Advanced Micro Devices, Inc 1AMD €428.20 €56.33 -87%
Intel Corporation INTC C$54.79 C$11.71 -79%
MediaTek Inc 2454 4,015 TWD 1,559 TWD -61%
SK Square Co 402340 1,024,000 KRW 1,204,862 KRW +18%
GigaDevice Semiconductor Inc 3986 HK$515.00 HK$274.86 -47%

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Frequently asked questions

Is Ubot Holding Ltd (8529) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.1785 versus a price of HK$0.3000, about −41% (overvalued).
What is the fair value of 8529?
Our model-based fair value for Ubot Holding Ltd is HK$0.1785 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$0.3000.
What is the quality score of 8529?
Ubot Holding Ltd has a Quality Score of 51/100. 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 Ubot Holding Ltd (8529)?
Ubot Holding Ltd reported trailing-twelve-month revenue of about HK$200M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 8529?
The net profit margin of Ubot Holding Ltd is about 6.4%, meaning it keeps roughly 6.4% of revenue as net income. Based on the latest reported figures.
Does Ubot Holding Ltd pay a dividend?
Ubot Holding Ltd currently shows a dividend yield of about 4.23% relative to its recent price (as of Aug 13, 2026).

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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