Added to YB: 2026-02-11
Pitch date: 2026-02-09
0184.HK [bullish]
Keck Seng Investments (Hong Kong) Limited
-1.64%
current return
Author Info
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Company Info
Keck Seng Investments (Hong Kong) Limited, an investment holding company, engages in hotel and club operations, and property investment and development activities in Macau, Vietnam, the People's Republic of China, Japan, Canada, the United States, and Hong Kong.
Market Cap
HKD 816.5M
Pitch Price
HKD 2.44
Price Target
N/A
Dividend
5.00%
EV/EBITDA
3.53
P/E
4.55
EV/Sales
0.72
Sector
Hotels, Restaurants and Leisure
Category
value
High Quality Hotels Trading at just 14% of NAV - Keck Seng Investments (Hong Kong) Limited
0184.HK: Hotel REIT w/ assets in Vietnam, US, Macau, Japan, Canada, China. NAV est. $704M vs $104M mkt cap (85% discount). Key assets: Sheraton Saigon ($150M), NYC Sofitel + SF W Hotel ($112M), Macau properties ($215M). $170M cash hoard. Family control limits buybacks despite massive undervaluation.
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