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First Shanghai Investments Limited (0227.HK)
Central, HK
First Shanghai Investments Limited, a diversified investment conglomerate, maintains diverse operations spanning financial services, real estate and hospitality, medical and healthcare, and direct investments. The company holds a global footprint, conducting business across Hong Kong, mainland China, and various international markets. Its robust financial division delivers a comprehensive suite of services, including securities investment and brokerage, margin financing, corporate finance, underwriting and placements, asset and wealth management, IPO subscriptions, custodian and nominee services, financial intermediation, and investment advisory. This segment further extends to money lending, financial leasing, consultancy, and internet financial service systems, alongside futures, stock, and insurance broking. The company's property and hotel interests encompass the development of a broad spectrum of real estate, from residential and serviced apartments to commercial offices, industrial spaces, hotels, and recreational resorts. It also directly operates hotels and golf courses. In the medical and healthcare sector, First Shanghai Investments is involved in the development and commercialization of therapeutic drugs. It also manages a medical center in Central, Hong Kong, which provides extensive services such as imaging, day surgery, endoscopy, health check-ups, medical beauty treatments, and general and specialist consultations, in addition to offering dental services. Beyond these core areas, the company also engages in container transportation and freight forwarding services. Established in 1964 and headquartered in Central, Hong Kong, the firm was formerly known as Public International Investments Limited, adopting its current name, First Shanghai Investments Limited, in June 1993.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.52% | -0.51% | -12.95% | -23.53% | -29.09% | -21.69% | -27.78% | +47.73% | -39.06% | -84.02% | -75.00% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Financial - Capital Markets: +19.7%+5.6% Q4'25: +54.9% (vs Q4'23)
-
EPS growth Financial - Capital Markets: +35.3%-220.5% Q4'25: -753.8% (vs Q4'23)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-92.4% Q4'25: -180.5% (vs Q4'23)
-
EBIT margin Financial - Capital Markets: +33.5%-18.5% Q4'25: -35.5% (vs Q4'23)
-
ROIC Financial - Capital Markets: +4.0%-3.1% Q4'25: -13.9% (vs Q4'23)
-
Share dilution Financial - Capital Markets: +0.0%+0.0% Q4'25: +31.9% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×-3.45× Q4'25: -0.76× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. |
Dec 2027 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
533.53M
est: 488.91M (+9.1%)
|
457.99M
est: 557.12M (-17.8%)
|
529.85M
est: 636.71M (-16.8%)
|
390.39M
est: 488.91M (-20.2%)
|
412.35M
est: 488.91M (-15.7%)
|
557.12M
557.12M – 557.12M
+14.0% YoY
|
636.71M
636.71M – 636.71M
+14.3% YoY
|
| EBITDA |
174.46M
est: 44.38M (+293.1%)
|
39.31M
est: 50.57M (-22.3%)
|
55.01M
est: 57.80M (-4.8%)
|
152.83M
est: 17.90M (+754.0%)
|
-76.30M
est: 17.90M (-526.4%)
|
20.39M
20.39M – 20.39M
+14.0% YoY
|
23.31M
23.31M – 23.31M
+14.3% YoY
|
| EBIT |
-57.84M
est: -30.28M (-91.0%)
|
-55.34M
est: -34.50M (-60.4%)
|
-49.72M
est: -39.43M (-26.1%)
|
114.49M
est: -36.56M (+413.2%)
|
-76.30M
est: -36.56M (-108.7%)
|
-41.66M
-41.66M – -41.66M
-14.0% YoY
|
-47.61M
-47.61M – -47.61M
-14.3% YoY
|
| Net Income |
15.59M
|
-90.33M
|
-139.90M
|
77.97M
|
-93.99M
|
—
— – —
|
—
— – —
|
| SGA |
341.31M
est: 368.63M (-7.4%)
|
311.64M
est: 420.06M (-25.8%)
|
390.31M
est: 480.07M (-18.7%)
|
252.54M
est: 302.09M (-16.4%)
|
—
est: 302.09M (-100.0%)
|
344.24M
344.24M – 344.24M
+14.0% YoY
|
393.42M
393.42M – 393.42M
+14.3% YoY
|
| EPS |
0.01
|
-0.06
|
-0.10
|
0.04
|
-0.04
|
—
— – —
|
—
— – —
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-26 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-19 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-18 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional - International Small Cap ETF DFIS | 0.00% | 17.4K | 0.39% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Wai Kin Yeung | Chief Financial Officer, Company Secretary & Executive Director | 6M | male |
| Yuen Yat Lo | Chairman, MD & Chief Executive Officer | 5M | male |
| Shulin Xin | Executive Vice President & Executive Director | 3M | male |
| Yuan Yuan Lao | Executive Director | 686.0K | female |
| Hong Qiu | Chief Executive Officer of First Shanghai Financial Holding Limited | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 0227.HK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
