Added to YB: 2026-03-12
Pitch date: 2026-03-10
1127.HK [bullish]
Lion Rock Group Limited
-0.76%
current return
Author Info
smallvalue focuses on European and American small-cap companies. Sign up for the newsletter.
Company Info
Lion Rock Group Limited, an investment holding company, provides printing services to international book publishers, trade, professional, and educational publishing conglomerates, as well as print media companies.
Market Cap
HKD 1.0B
Pitch Price
HKD 1.32
Price Target
3.54 (+170%)
Dividend
8.33%
EV/EBITDA
2.34
P/E
4.76
EV/Sales
0.43
Sector
Commercial Services and Supplies
Category
value
Lion Rock Group Limited - $1127.HK
1127.HK: Founder-led global book printing/publishing platform. Rev €280M+, EBITDA CAGR 21.3%, net income CAGR 19.7%. EV/EBITDA 2.0x, P/E 5.3x, 8% div yield, >12% FCF yield. Net cash HK$180M. Focus on illustrated/educational books (resilient vs digital). Malaysia capacity mitigates US tariff risk (50% rev). DCF PT HK$4.12, multiples PT HK$3.66-3.83, blended PT HK$3.54 (164% upside). Risks: tariffs, input costs, FX.
Read full article (10 min)