Wharf Real Estate Investment stock
1997.HKHKSEWharf Real Estate Investment Company Limited, Real EstateISIN KYG9593A1040
54Score 54 out of 100, Neutral
Price and trend
85 / 100
Price history
+27% in one yearThe chart shows daily closes over 9 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 17% above it.
Since August 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 57).
The price is 5.3% below its 52-week high. Largest decline in 9 years: 74% (May 2018 to April 2025).
Chart figures for advanced users
- SMA 50$3.92
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$3.44
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)57
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$2.71
- The lowest closing price of the last twelve months.
- Resistance$4.25
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Wharf Real Estate Investment Company Limited belongs to the Real Estate (Services) industry (Hong Kong SAR China) and, with a market value of $12.21B, is number 5 of 46 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $1.63B (down 0.8% year on year) and a loss of $540.35M.
- For fiscal 2026, analysts expect on average revenue of $1.6B (down 1.4%) and adjusted earnings per share of $0.28.
Show more
- MEQIRI Score 54 out of 100 (Neutral): rank 171 of 325 in Real Estate, median 55.
- Our model puts fair value at $3.19, with the price 28% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
None of our strength checks applies.
Weaknesses
- Loss-makingLoss of $257.29M over the last 12 months.Fundamentals 57
- Revenue shrinkingRevenue down 3.8% a year since 2020.Growth 37
Its standout strengths are technical analysis and momentum, while valuation and profitability hold the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk not measured
How well MEQIRI warnsFor stocks from Japan, China, Hong Kong, Taiwan, Korea, Canada, India and Brazil we only show crash risk once a separate backtest shows that it warns as well there as in the US and Europe.
Valuation
Valuation signal
Modestly overvaluedClosing price of 12 Nov 2026, used by the daily score.
In our model the price counts as cheap below $2.46 and expensive above $4.56 (uncertainty medium, based on the price swings of the past year).
Calculated with a cost of equity of 11%. At 12% the fair value would be $2.85, at 10% it would be $3.65.
Valuation metrics
From the cash-flow model alone; without earnings there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue fell 0.5% on the twelve months before. Revenue has stayed largely stable since 2014.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 78%, operating 73%, net −33%. Last 12 months: net −16%.
Debt & balance sheet
latest quarterLow debt, and interest is adequately covered.
Earnings
- Next earnings
- 10 Mar 2027in 117 days
- Last reported
- 6 Aug 2026EPS reported $0.14 (expected $0.14)in line with expectations
Analyst estimates
Earnings estimates have barely changed since 25 Oct 2026.
- Earnings per share
- $0.280.0%
- Revenue
- $1.6B0.0%
- Earnings per share
- $0.280.0%
- Revenue
- $1.6B0.0%
MEQIRI has stored the estimates since 25 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
What happened at Wharf Real Estate Investment
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
325 rated companies in Real Estate
- This company
- 54
- Sector median
- 55
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Real Estate (Services)
The next larger and next smaller companies by market value
- CBRE GroupCBRE $38.2B57
- KE HoldingsBEKE $20.54B56
- Jones Lang LaSalleJLL $16.7B74
- VonoviaVNA.DE $15.91B46
- CoStar GroupCSGP $12.11B42
- China Resources Mixc Lifestyle Services1209.HK $11.78B81
- CompassCOMP $7.61B45
- FirstServiceFSV $6.46B60
ETFs that hold Wharf Real Estate Investment
Held by 61 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Asia Property Yield UCITS ETFIQQ4 | 2.00% | 0.59% | €170.98M |
| VanEck Global Real Estate UCITS ETFTRET | 0.46% | 0.25% | €475.95M |
| State Street SPDR Dow Jones Global Real Estate UCITS ETF (Dist)SPYJ | 0.40% | 0.40% | €331.25M |
Show 5 more
| iShares Developed Markets Property Yield UCITS ETFIQQ6 | 0.38% | 0.59% | €813.1M |
| UBS FTSE EPRA Nareit Developed Green UCITS ETF USD disCSYZ | 0.37% | 0.25% | €207.65M |
| HSBC FTSE EPRA NAREIT Developed UCITS ETFH4ZL | 0.32% | 0.24% | €3.37B |
| Amundi FTSE EPRA NAREIT Global UCITS ETF Dist10AJ | 0.31% | 0.24% | €606.07M |
| iShares Core MSCI Pacific ex-Japan UCITS ETFSXR1 | 0.28% | 0.20% | €3.8B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 13 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 12 Nov 2026 ($1 = HK$7.8782)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 9 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.