Seazen Group (SEHK:1030): Valuation Check After November 2025 Contracted Sales Update

Simply Wall St.12-20 18:18

Seazen Group (SEHK:1030) has released unaudited contracted sales for November 2025 and year to date, giving investors a clearer read on how its projects are moving in a still cautious China property ...

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Seazen’s 1 day share price return of 2.44 percent contrasts with a 90 day share price return of minus 19.85 percent and a 5 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1585":"昨日强势股","01030":"新城发展","BK1555":"内房股","BK1240":"房地产开发"},"translate_title":"新城集团（SEHK：1030）：2025年11月合同销售更新后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01030":0.9},"content_text":"Seazen Group (SEHK:1030) has released unaudited contracted sales for November 2025 and year to date, giving investors a clearer read on how its projects are moving in a still cautious China property market. See our latest analysis for Seazen Group. The steady, if unspectacular, contracted sales update lands against a mixed market backdrop. Seazen’s 1 day share price return of 2.44 percent contrasts with a 90 day share price return of minus 19.85 percent and a 5 year total shareholder return of minus 66.06 percent. This suggests that near term momentum is still fragile despite a positive year to date share price return of 19.32 percent and a 1 year total shareholder return of 16.02 percent. If this kind of cautious rebound has you scanning for other opportunities, it could be worth exploring fast growing stocks with high insider ownership as a way to spot fresh ideas where insiders are meaningfully aligned with shareholders. With sales stabilising and the share price still trading at a sizeable discount to analyst targets, the key question now is whether Seazen’s recovery potential is underappreciated or if markets are already pricing in any future growth. Price-to-Earnings of 60x: Is it justified? Based on Seazen Group’s latest close at HK$2.10, the stock screens as expensive when measured against earnings using a 60x price to earnings ratio. The price to earnings multiple compares what investors pay today for each unit of current earnings. It is a key lens for judging profitability-driven businesses such as property developers. In Seazen’s case, the market is assigning a 60x multiple to profits, while our fair price to earnings estimate sits closer to 31x. This is a level the market could gravitate toward if sentiment normalises. Against peers, including both the Hong Kong real estate industry average of 12.2x and a broader peer set at 26.3x, this premium implies investors are either banking on the forecast 59 percent plus annual earnings growth or underestimating the risk that this rebound proves short lived. Relative to the sector, the current 60x price to earnings stands dramatically above the Hong Kong real estate average of 12.2x and the peer average of 26.3x. This underscores how much optimism is already embedded in the share price. Explore the SWS fair ratio for Seazen Group Result: Price-to-Earnings of 60x (OVERVALUED) However, lingering revenue contraction and the possibility that earnings growth fades as China’s property support measures return to normal levels could quickly unwind today’s optimistic valuation. Find out about the key risks to this Seazen Group narrative.  Build Your Own Seazen Group Narrative If you would rather examine the numbers yourself and form an independent view, you can build a personalised narrative in just minutes using Do it your way. A great starting point for your Seazen Group research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you want a stronger edge than the market, put Simply Wall St’s powerful screener to work and uncover focused opportunities before everyone else catches on.  Capitalize on mispriced businesses by targeting companies trading below their cash flow potential using these 914 undervalued stocks based on cash flows. Ride structural growth in automation and machine learning by zeroing in on innovators highlighted in these 25 AI penny stocks. Strengthen your income stream by pinpointing reliable payouts with these 13 dividend stocks with yields > 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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