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Added to YB: 2026-02-02

Pitch date: 2026-01-29

1200.HK [bullish]

Midland Holdings Limited

+3.91%

current return

Author Info

No bio for this author

Company Info

Midland Holdings Limited, an investment holding company, provides property agency services in Hong Kong, Macau, and Mainland China.

Market Cap

HKD 1.9B

Pitch Price

HKD 3.07

Price Target

N/A

Dividend

N/A

EV/EBITDA

2.15

P/E

6.36

EV/Sales

0.27

Sector

Real Estate Management and Development

Category

turnaround

Show full summary:
Moerus Worldwide Value Fund New Portfolio Holding: Midland Holdings Limited

1200.HK (new position): HK residential property broker added at deeply depressed levels where net cash represented ~70% of market cap. Well-managed biz temporarily hurt by higher rates, economic/political issues. Consensus expected no recovery but nascent market improvement signs exceeding minimal expectations drove significant gains from entry levels.

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