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Stella International Holdings LimitedSEHK:1836 Stock Report

Market Cap HK$10.4b
Share Price
n/a
1Y-14.6%
7D-0.7%
1D-1.7%
Portfolio Value
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Stella International Holdings Limited

SEHK:1836 Stock Report

Market Cap: HK$10.4b

Stella International Holdings (1836) Stock Overview

An investment holding company, engages in development, manufacture, and sale of footwear products and leather goods in North America, the People’s Republic of China, Europe, Asia, and internationally. More details

1836 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends4/6

1836 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Stella International Holdings Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Stella International Holdings
Historical stock prices
Current Share PriceHK$12.38
52 Week HighHK$17.37
52 Week LowHK$12.17
Beta0.14
1 Month Change-6.28%
3 Month Change-16.46%
1 Year Change-14.62%
3 Year Change60.16%
5 Year Change9.36%
Change since IPO-32.86%

Recent News & Updates

Narrative Update Jun 25

1836: Future Outlook Will Rely On Special Dividends And Stable Earnings Assumptions

Analysts have trimmed their fair value estimate for Stella International Holdings slightly to HK$14.78 from HK$14.92, citing updated assumptions for revenue growth, profit margins and the future P/E multiple. What's in the News for Stella International Holdings No recent company specific news for Stella International Holdings has been identified from the provided sources.
Narrative Update Jun 05

1836: Future Outlook Will Rely On Special Dividends And Stable Earnings Assumptions

Analysts have nudged their fair value estimate for Stella International Holdings slightly higher to about HK$14.92 from around HK$14.90, reflecting small adjustments to the discount rate and future P/E assumptions rather than any major change in the underlying outlook. What's in the News The board has recommended a special dividend of HK$0.56 per ordinary share for the year ended 31 December 2025, subject to shareholder approval at the annual general meeting on 14 May 2026.
Narrative Update May 13

1836: Future Outlook Will Rely On Dividends And Stable Earnings Assumptions

Analysts have slightly adjusted their fair value estimate for Stella International Holdings, trimming the implied price target from about HK$14.91 to around HK$14.90 as they refine assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News The board has recommended a final ordinary dividend of HK$0.37 per share for the year ended 31 December 2025, subject to approval at the annual general meeting scheduled for 14 May 2026 (Key Developments).
Narrative Update Apr 26

1836: Future Outlook Will Rely On Dividends And Stable Earnings Assumptions

Analysts have nudged their fair value estimate for Stella International Holdings to HK$14.91 from HK$14.84. The change reflects small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative Update Apr 11

1836: Future Outlook Will Rely On Special Dividends And Payout Decisions

Analysts have trimmed their fair value estimate for Stella International Holdings slightly to HK$14.84. This reflects updated assumptions for the discount rate, modest revenue growth and profit margin, and a small recalibration of the future P/E multiple.

Recent updates

Narrative Update Jun 25

1836: Future Outlook Will Rely On Special Dividends And Stable Earnings Assumptions

Analysts have trimmed their fair value estimate for Stella International Holdings slightly to HK$14.78 from HK$14.92, citing updated assumptions for revenue growth, profit margins and the future P/E multiple. What's in the News for Stella International Holdings No recent company specific news for Stella International Holdings has been identified from the provided sources.
Narrative Update Jun 05

1836: Future Outlook Will Rely On Special Dividends And Stable Earnings Assumptions

Analysts have nudged their fair value estimate for Stella International Holdings slightly higher to about HK$14.92 from around HK$14.90, reflecting small adjustments to the discount rate and future P/E assumptions rather than any major change in the underlying outlook. What's in the News The board has recommended a special dividend of HK$0.56 per ordinary share for the year ended 31 December 2025, subject to shareholder approval at the annual general meeting on 14 May 2026.
Narrative Update May 13

1836: Future Outlook Will Rely On Dividends And Stable Earnings Assumptions

Analysts have slightly adjusted their fair value estimate for Stella International Holdings, trimming the implied price target from about HK$14.91 to around HK$14.90 as they refine assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News The board has recommended a final ordinary dividend of HK$0.37 per share for the year ended 31 December 2025, subject to approval at the annual general meeting scheduled for 14 May 2026 (Key Developments).
Narrative Update Apr 26

1836: Future Outlook Will Rely On Dividends And Stable Earnings Assumptions

Analysts have nudged their fair value estimate for Stella International Holdings to HK$14.91 from HK$14.84. The change reflects small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative Update Apr 11

1836: Future Outlook Will Rely On Special Dividends And Payout Decisions

Analysts have trimmed their fair value estimate for Stella International Holdings slightly to HK$14.84. This reflects updated assumptions for the discount rate, modest revenue growth and profit margin, and a small recalibration of the future P/E multiple.
Narrative Update Mar 26

1836: Future Outlook Will Rely On Special Dividend And Board Decisions

Analysts now place Stella International Holdings' fair value at HK$14.85, down from HK$15.51. This reflects updated assumptions that pair slightly lower profit margin and fair value inputs with modestly higher revenue growth expectations and a small adjustment to the future P/E multiple.
Narrative Update Mar 12

1836: Fair Outlook Will Rely On Dividend Decision And Board Meeting

Analysts have trimmed their price target for Stella International Holdings to about HK$15.51 from around HK$16.46, reflecting updated assumptions for slightly lower revenue growth, profit margins and a modestly adjusted forward P/E multiple. What's in the News A board meeting is scheduled for Mar 19, 2026, to consider and approve the annual results of Stella International Holdings and its subsidiaries for the year ended Dec 31, 2025 (Key Developments).
Narrative Update Feb 26

1836: Stable Outlook With Dividend Decision And Board Meeting To Guide Returns

Analysts have made a small upward adjustment to their fair value estimate for Stella International Holdings to HK$16.46. This reflects slightly revised assumptions on discount rate, revenue growth, profit margin and future P/E multiples.
Narrative Update Feb 11

1836: Softer Outlook And Dividend Decision Will Shape Future Return Profile

Analysts have reduced their HK$ fair value estimate for Stella International Holdings from HK$17.28 to HK$16.46, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News A board meeting is scheduled for Mar 19, 2026, to consider and approve the annual results of Stella International Holdings and its subsidiaries for the year ended 31 December 2025 (Key Developments).
Analysis Article Dec 31

Returns Are Gaining Momentum At Stella International Holdings (HKG:1836)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Nov 26

Getting In Cheap On Stella International Holdings Limited (HKG:1836) Is Unlikely

There wouldn't be many who think Stella International Holdings Limited's ( HKG:1836 ) price-to-earnings (or "P/E...
Analysis Article Oct 28

Stella International Holdings Limited's (HKG:1836) Intrinsic Value Is Potentially 28% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stella International Holdings fair value estimate is HK$21.06...
Analysis Article Sep 22

We Think Stella International Holdings (HKG:1836) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Aug 27

Stella International Holdings (HKG:1836) Has Announced That Its Dividend Will Be Reduced To $0.52

Stella International Holdings Limited's ( HKG:1836 ) dividend is being reduced from last year's payment covering the...
Analysis Article Aug 26

Stella International Holdings Limited (HKG:1836) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in Stella International Holdings Limited ( HKG:1836 ) had a good week, as its shares rose 5.2% to close at...
New Narrative Aug 24

Expanding Capacity In Indonesia And Bangladesh Will Secure Global Advantage

Key Takeaways Expansion in Indonesia and Bangladesh, plus deeper partnerships with major brands, strengthens revenue growth, profit visibility, and margins through enhanced scale and stickier contracts. Focus on automation, sustainability, and resolving ramp-up issues supports operational efficiency, labor cost control, and future profitability amid rising demand for premium products.
Analysis Article Aug 15

Stella International Holdings' (HKG:1836) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Jul 22

Stella International Holdings (HKG:1836) Ticks All The Boxes When It Comes To Earnings Growth

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article Jul 03

Stella International Holdings Limited's (HKG:1836) Prospects Need A Boost To Lift Shares

Stella International Holdings Limited's ( HKG:1836 ) price-to-earnings (or "P/E") ratio of 9x might make it look like a...
Analysis Article Jun 18

Stella International Holdings Limited (HKG:1836) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Stella International Holdings' estimated fair value is HK$19.80 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Apr 10

Does Stella International Holdings (HKG:1836) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Mar 28

Investors Shouldn't Be Too Comfortable With Stella International Holdings' (HKG:1836) Earnings

Stella International Holdings Limited's ( HKG:1836 ) robust earnings report didn't manage to move the market for its...
Analysis Article Mar 26

Stella International Holdings Limited's (HKG:1836) Shareholders Might Be Looking For Exit

There wouldn't be many who think Stella International Holdings Limited's ( HKG:1836 ) price-to-earnings (or "P/E...
Analysis Article Feb 09

Stella International Holdings (HKG:1836) Is Looking To Continue Growing Its Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Nov 14

Calculating The Intrinsic Value Of Stella International Holdings Limited (HKG:1836)

Key Insights The projected fair value for Stella International Holdings is HK$11.69 based on 2 Stage Free Cash Flow to...
Analysis Article Sep 19

Stella International Holdings (HKG:1836) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Aug 25

Stella International Holdings (HKG:1836) Is Paying Out A Larger Dividend Than Last Year

The board of Stella International Holdings Limited ( HKG:1836 ) has announced that it will be paying its dividend of...
Analysis Article Aug 14

Stella International Holdings Limited (HKG:1836) Shares Could Be 32% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stella International Holdings fair value estimate is HK$20.03...
Analysis Article Jun 11

Stella International Holdings (HKG:1836) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article May 21

Some Shareholders Feeling Restless Over Stella International Holdings Limited's (HKG:1836) P/E Ratio

It's not a stretch to say that Stella International Holdings Limited's ( HKG:1836 ) price-to-earnings (or "P/E") ratio...
Analysis Article Apr 09

Stella International Holdings' (HKG:1836) Returns On Capital Are Heading Higher

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Analysis Article Mar 27

Stella International Holdings' (HKG:1836) Shareholders Will Receive A Bigger Dividend Than Last Year

Stella International Holdings Limited ( HKG:1836 ) will increase its dividend from last year's comparable payment on...
Analysis Article Feb 06

Earnings Not Telling The Story For Stella International Holdings Limited (HKG:1836)

It's not a stretch to say that Stella International Holdings Limited's ( HKG:1836 ) price-to-earnings (or "P/E") ratio...
Analysis Article Jan 05

There's Been No Shortage Of Growth Recently For Stella International Holdings' (HKG:1836) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Mar 21

Newsflash: Stella International Holdings Limited (HKG:1836) Analysts Have Been Trimming Their Revenue Forecasts

One thing we could say about the analysts on Stella International Holdings Limited ( HKG:1836 ) - they aren't...
Analysis Article Jan 10

There's Been No Shortage Of Growth Recently For Stella International Holdings' (HKG:1836) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Sep 08

We Like These Underlying Return On Capital Trends At Stella International Holdings (HKG:1836)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Apr 19

Returns At Stella International Holdings (HKG:1836) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Analysis Article Mar 29

Is Stella International Holdings (HKG:1836) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Shareholder Returns

1836HK LuxuryHK Market
7D-0.7%-0.9%-3.7%
1Y-14.6%-24.3%-2.7%

Return vs Industry: 1836 exceeded the Hong Kong Luxury industry which returned -24.3% over the past year.

Return vs Market: 1836 underperformed the Hong Kong Market which returned -2.7% over the past year.

Price Volatility

Is 1836's price volatile compared to industry and market?
1836 volatility
1836 Average Weekly Movement3.5%
Luxury Industry Average Movement6.8%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.2%
10% least volatile stocks in HK Market3.5%

Stable Share Price: 1836 has not had significant price volatility in the past 3 months compared to the Hong Kong market.

Volatility Over Time: 1836's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198245,400Stephen Chiwww.stella.com.hk

Stella International Holdings Limited, an investment holding company, engages in development, manufacture, and sale of footwear products and leather goods in North America, the People’s Republic of China, Europe, Asia, and internationally. The company operates through two segments: Manufacturing and Retailing and Wholesaling. It also involved in the holding of intellectual property rights; provision of marketing, secretary, and accounting services; and footwear retailing business.

Stella International Holdings Limited Fundamentals Summary

How do Stella International Holdings's earnings and revenue compare to its market cap?
1836 fundamental statistics
Market capHK$10.43b
Earnings (TTM)HK$1.08b
Revenue (TTM)HK$12.31b
9.6x
P/E Ratio
0.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1836 income statement (TTM)
RevenueUS$1.57b
Cost of RevenueUS$1.23b
Gross ProfitUS$342.33m
Other ExpensesUS$204.34m
EarningsUS$137.99m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.16
Gross Margin21.80%
Net Profit Margin8.79%
Debt/Equity Ratio0.5%

How did 1836 perform over the long term?

See historical performance and comparison

Dividends

11.7%
Current Dividend Yield
69%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/30 17:04
End of Day Share Price 2026/06/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stella International Holdings Limited is covered by 21 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Chen LuoBofA Global Research
HK ResearchCGS International
null nullChina Merchants Securities (HK) Co., Ltd