Monday, July 14, 2025

GME Group (HK:8188): A Deep Value Play in Underground Construction

GME Group (HK:8188) primarily provides underground construction services, catering mainly to private contractors involved in public infrastructure projects. The Group focuses on two core areas:

  1. Tunnel Construction – including excavation, shotcrete application, formwork design and fabrication, tunnel lining, and preliminary engineering services.
  2. Utility and Other Construction Services – including the planning, design, and renovation of gas pipelines, as well as structural engineering work.

What caught my attention is that GME Group has been consistently repurchasing its shares on the open market. This prompted me to explore the company as a potential investment opportunity.

As of the market close on 14 July 2025, with a share price of HK$0.92, the company’s key financial metrics are as follows:

·       Dividend Yield: 8.70%

·       P/E (TTM): 5.14

·       ROE: 57.03%

·       Net Profit Margin: 10.52%

 

Additionally, GME Group has demonstrated steady earnings growth over the past two years.

I estimate a 12-month target price of HK$1.79 --- reflecting a more reasonable valuation at 10x earnings. This represents a potential upside of 94.6% from the current price.


Superphang
http://superphang.blogspot.sg

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