Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
0894.HK
SELLREMOVEMan Yue Technology Holdings Limited · Technology · Hong Kong · $209M · Avg Vol: $17M/d
Man Yue Technology is a manufacturer of aluminum electrolytic capacitors. The company suffers from low quality and value scores, operating in a highly commoditized and cyclical electronic components market with no clear alignment to our high-conviction macro themes.
COMPANY DESCRIPTION
Man Yue Technology Holdings Limited manufactures and sells electronic components, specializing in aluminum electrolytic capacitors and polymer capacitors under the globally recognized "SAMXON" and "X-CON" brands. The company's competitive moat is its advanced R&D in high-voltage and high-reliability capacitors, which are critical for energy, automotive, and industrial applications. It is one of the world's leading manufacturers in the capacitor sector, serving major global electronics OEMs.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 236M | 188M | 206M | 211M | -3.7% |
| EPS | 0.02 | 0.01 | 0.00 | 0.00 | — | -53.3% |
| Shares | — | 476M | 476M | 476M | 479M | +0.8% |
| Debt | — | 145M | 142M | 135M | 148M | 0.7% |
| Equity | — | 188M | 194M | 187M | 194M | 1.0% |
| Op CF | — | 27M | 16M | 16M | 7M | -36.4% |
| Inv CF | — | -11M | -6M | -8M | -15M | — |
| Fin CF | — | -2M | -18M | -13M | 5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 0894.HK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 0894.HK | Man Yue Technology Holdings Limited(you) | $209M | 31 | SELL |
| 0031.HK | China Aerospace International Holdings Limited | $220M | 34 | SELL |
| 0117.HK | Tianli Holdings Group Limited | $573M | 45 | HOLD |
| 0532.HK | Wong's Kong King International (Holdings) Limited | $63M | 66 | BUY |
| BN2.SI | Valuetronics Holdings Limited | $376M | 85 | STRONG BUY |
| 0732.HK | Truly International Holdings Limited | $369M | 89 | STRONG BUY |
| 0710.HK | BOE Varitronix Limited | $450M | 87 | STRONG BUY |
| 0259.HK | Yeebo (International Holdings) Limited | $575M | 96 | STRONG BUY |
| 0833.HK | Alltronics Holdings Limited | $59M | 96 | STRONG BUY |
| 0818.HK | Hi Sun Technology (China) Limited | $152M | 26 | SELL |
Peer medians: ROE 8.3% · P/E 13.7x · Gross margin 20.3%