Justin Allen Holdings Limited (1425.HK)

Justin Allen Holdings Limited (1425.HK) — VMCI valuation read

Composite valuation read on 1425.HK: VMCI 68/100 against a Consumer Cyclical sector median of 50. The 18-point above-median print is the headline number for Justin Allen Holdings Limited, and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for 1425.HK: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on 1425.HK: 1425.HK trades at 17.0x earnings, 6% below the Consumer Cyclical median of 18.0x; ROIC of 13.0% sits 3.0pp above the Consumer Cyclical median (10.0%); net debt to EBITDA of 1.6x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Consumer Cyclical closes the value frame.

1425.HK fell 3.8% over the trailing 7 days, with a -15.6% read on a 30-day basis.