China Jinmao Holdings Group (SEHK:817) Could Be 95% Below Fair Value After Sales Update

Simply Wall St.07-21

China Jinmao Holdings Group (SEHK:817) has released unaudited contracted sales figures for June and the first half of 2026, giving investors fresh insight into its property development activity across...

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However, the 90 day share price return is down 15.34%, while the 3 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"VGFPF":"Vanguard Funds PLC","FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","GXDW":"Global X Dorsey Wright Thematic ETF","BK1240":"房地产开发","VOTE":"TCW Transform 500 ETF","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","BK1555":"内房股","00817":"中国金茂","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc"},"translate_title":"中国金茂控股集团（SEHK:817）出售更新后可能比公允价值低 95%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGFPF":0.68,"VOTE":0.68,"00817":0.9,"DECU":0.68,"DCF":1,"GXDW":0.68,"FEBU":0.68},"content_text":"China Jinmao Holdings Group (SEHK:817) has released unaudited contracted sales figures for June and the first half of 2026, giving investors fresh insight into its property development activity across key mainland China projects. See our latest analysis for China Jinmao Holdings Group. At around HK$1.38, China Jinmao Holdings Group has seen a 2.22% 1 day share price return and a 6.98% 7 day share price return. However, the 90 day share price return is down 15.34%, while the 3 year total shareholder return of 43.54% contrasts with a weaker 5 year total shareholder return. If recent contracted sales have you reassessing real estate exposure, it can also help to broaden your scope and check out 108 top founder-led companies The recent bounce in China Jinmao Holdings Group after fresh sales data leaves a key issue open: are investors reacting to a shift in sentiment around China property, or to fundamentals that still look mispriced on today’s valuation? AdvertisementPreferred P/E of 27.2x for China Jinmao Holdings Group: Is it justified? China Jinmao Holdings Group trades on a P/E of 27.2x, and at a last close of HK$1.38 the stock sits at a level where the earnings multiple stands out compared to both peers and a modelled fair ratio. The P/E ratio compares the share price to earnings per share and is a common way to see how the market is valuing a company’s current and expected profits. For a property developer with multiple segments across mainland China, this can hint at how much weight investors are putting on future earnings improvements versus the group’s recent profit track record. On one hand, the stock is described as good value relative to its peer average P/E of 50.9x. This suggests investors are paying less for each unit of earnings than for comparable Hong Kong real estate stocks. On the other hand, the current 27.2x is described as expensive versus an estimated fair P/E of 15.1x, and also expensive against the broader Hong Kong real estate industry average of 8.8x. This implies there is room for the market’s expectations to reset closer to that lower benchmark level over time. Explore the SWS fair ratio for China Jinmao Holdings Group Result: Price-to-earnings of 27.2x (OVERVALUED) However, China Jinmao Holdings Group still faces risks if contracted sales soften again or if high P/E expectations come into conflict with weaker property sentiment and slower earnings delivery. Find out about the key risks to this China Jinmao Holdings Group narrative. Another View on China Jinmao Holdings Group: DCF Points the Other Way While the P/E of 27.2x makes China Jinmao Holdings Group look expensive against an estimated fair ratio of 15.1x and an industry average of 8.8x, the SWS DCF model paints a very different picture and suggests the stock is trading well below an estimated fair value of HK$29.72. How should you weigh a cash flow driven valuation that signals a very large gap against earnings multiples that suggest caution? Look into how the SWS DCF model arrives at its fair value. 817 Discounted Cash Flow as at Jul 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out China Jinmao Holdings Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 236 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With sentiment around China Jinmao Holdings Group looking mixed, now is a good time to review the full data set yourself, balance the concerns against the potential upsides, and see the 2 key rewards and 1 important warning sign Looking for more investment ideas beyond China Jinmao Holdings Group? If the valuation debate around China Jinmao Holdings Group has sharpened your focus, do not stop here. The wider market still holds plenty of opportunities worth examining.  Target dependable income by reviewing companies in the 470 dividend fortresses and see which payouts could better match your risk tolerance. Hunt for quality at a discount by scanning the screener containing 510 high quality undiscovered gems that the market may not be fully pricing yet. Prioritize resilience by filtering for companies in the 294 resilient stocks with low risk scores that align with a steadier approach to capital preservation.   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.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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