Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
1425.HK
Strong BuyFull HouseREMOVEJustin Allen Holdings Limited · Consumer Cyclical · Hong Kong · $95M · Avg Vol: $111K/d
The thesis lacks sufficient specific information regarding the company's competitive advantage in a crowded consumer space; it does not meet our high-conviction 'tenbagger' criteria.
COMPANY DESCRIPTION
Justin Allen Holdings Limited is a Hong Kong-based consumer cyclical company focused on the trading and distribution of fashion apparel and accessories. The company primarily represents international brands, leveraging its established distribution network and market expertise to cater to the growing mid-to-high-end consumer segment in Greater China. Its brand portfolio and regional presence form its competitive strength.
FINANCIAL SUMMARY (HKD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 1.2B | 1.1B | 1.1B | 1.1B | -3.5% | 1.1B |
| EPS (HKD) | 0.13 | 0.14 | 0.14 | 0.14 | 0.13 | 1.3% | 0.14 |
| Shares | — | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% | 1.3B |
| Debt | — | 9.0M | 16.7M | 29.5M | 30.5M | 50.3% | 114.1M |
| Equity | — | 613.9M | 725.7M | 829.7M | 934.7M | 15.0% | — |
| Op CF | — | 237.5M | 273.2M | 150.5M | 180.6M | -8.7% | 180.6M |
| Inv CF | — | -45.4M | 36.8M | -6.4M | -272.2M | — | — |
| Fin CF | — | -123.4M | -119.3M | -79.8M | -90.9M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 1425.HK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1425.HK | Justin Allen Holdings Limited(you) | $95M | 100 | Strong Buy |
| 1346.HK | Lever Style Corporation | $115M | 99 | Strong Buy |
| 0533.HK | Goldlion Holdings Limited | $109M | 71 | Buy |
| 2199.HK | Regina Miracle International (Holdings) Limited | $406M | 96 | Strong Buy |
| 2368.HK | Eagle Nice (International) Holdings Limited | $207M | 56 | Hold |
| 1906.HK | Bonny International Holding Limited | $160M | 44 | Hold |
| 1982.HK | Nameson Holdings Limited | $230M | 49 | Hold |
| 2232.HK | Crystal International Group Limited | $2.6B | 97 | Strong Buy |
| 8507.HK | i.century Holding Limited | $57M | 35 | Sell |
| 3998.HK | Bosideng International Holdings Limited | $6.6B | 99 | Strong Buy |
Peer medians: ROE 3.3% · P/E 9.4x · Gross margin 28.7%