Real estate development and investments: approx. 70%
Retail and services: approx. 20%
Infrastructure and others: approx. 10%

TOP 3 markets:

1. Hong Kong: approx. 55%
2. Mainland China: approx. 30%
3. Other Asian markets: approx. 15%

Henderson Land Development Company Limited generates the majority of its revenue from real estate development and investments, which is typical for a company in this industry. The main market is Hong Kong, where the company has a strong presence and extensive experience. Mainland China represents the second largest market, attributed to the expansion and growing demand in this region. Other Asian markets also contribute to the revenue, but to a lesser extent.

Main production sites: Hong Kong and mainland China

Henderson Land Development Company Limited is a significant real estate development company based in Hong Kong. The company is mainly engaged in the development of residential, commercial, and industrial properties. Most of its projects and developments are located in Hong Kong and mainland China, where it focuses its construction and development activities.

Since Henderson Land Development does not produce physical products in the traditional sense, but specializes in real estate development, the "production sites" should be understood in the context of its construction projects.

Strategy for Future Growth:

1. Diversification of the Portfolio: Henderson Land Development is increasingly focusing on diversifying its real estate portfolio. This includes both residential and commercial properties to spread the risk and secure stable sources of income.

2. Sustainable Development: The company is investing in sustainable construction projects and environmentally friendly technologies to meet the growing demands for environmentally conscious construction practices. This is intended not only to reduce operating costs but also to increase attractiveness for environmentally conscious investors.

3. Expansion into the Mainland Chinese Market: Henderson Land Development plans to expand its presence in the Mainland Chinese market. The focus is on high-growth cities to benefit from urbanization and the increasing demand for high-quality real estate.

These strategic initiatives aim to maximize the company's growth potential and strengthen its market position in the Asian real estate industry.

Main raw materials: Steel, concrete, glass, wood
Main importing countries: China, Australia, USA, Canada

Henderson Land Development Company Limited mainly imports raw materials such as steel, concrete, glass, and wood, which are crucial for construction projects. These materials are needed in large quantities to support the company's various construction projects, especially in the real estate development sector.

China is a significant supplier of steel and concrete, as it is one of the largest producers of these materials worldwide. Australia often supplies high-quality construction materials, especially metals and minerals. The USA and Canada are also important partners, especially for wood and specialized glass products used in modern construction projects.

The selection of importing countries is based on the availability of raw materials, costs, and quality of materials, as well as existing trade relationships and logistical considerations.

Market share in Hong Kong: approximately 15% (2024, estimate)
Return on equity (ROE): 7.8% (2023)
Debt-to-equity ratio: 45% (2023)

Henderson Land Development Company Limited is one of the leading real estate companies in Hong Kong and has secured a significant competitive advantage through its long-standing presence and experience. The market share of around 15% in Hong Kong underscores the company's strong position in one of the most competitive real estate markets in the world.

Another indicator of its competitive advantage is the return on equity, which at 7.8% in 2023 can be considered solid compared to other major real estate developers. This shows that the company is able to efficiently utilize its resources to generate profits.

The debt-to-equity ratio of 45% is moderate and allows the company to react flexibly to market changes without being overly dependent on external capital. Overall, Henderson Land benefits from a strong market position, a diversified project pipeline, and an experienced management team, further enhancing its competitiveness.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Henderson Land Development Company Limited is estimated to be 45%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and valuation.

Market share of Henderson Land Development: Estimated 5-7% (2025)

Main competitors and their market share:

1. Sun Hung Kai Properties Limited: 10-12%
2. CK Asset Holdings Limited: 8-10%
3. New World Development Company Limited: 7-9%
4. Sino Land Company Limited: 6-8%
5. Hang Lung Properties Limited: 5-7%
6. Henderson Land Development Company Limited: 5-7%
7. Wheelock and Company Limited: 4-6%
8. Swire Properties Limited: 3-5%
9. Kerry Properties Limited: 2-4%
10. Wharf Holdings Limited: 2-4%

Moat of Henderson Land Development:

Henderson Land Development has a moderate moat, mainly supported by its strategic land reserves and strong presence in the residential and commercial real estate market in Hong Kong. The company benefits from long-standing relationships with local authorities and a diversified portfolio that enables it to better cope with market volatilities.

Compared to its competitors, Sun Hung Kai Properties has a stronger moat due to its broader portfolio and greater geographic diversification. CK Asset Holdings excels with a strong international presence and a diversified business strategy that goes beyond real estate.

Overall, competition in the real estate industry in Hong Kong is intense, and many of the leading companies have similar strengths. Henderson Land Development must continue to invest in innovation and strategic land acquisitions to strengthen its competitive position and expand its moat.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Return on Equity (ROE): 7.8% (2024) Debt to Equity Ratio: 45% (2024)

Henderson Land Development Company Limited recorded a revenue growth of 8.5% in 2024, indicating a solid business performance. The profit growth was 6.2%, demonstrating that the company was able to increase its profitability despite a challenging market environment.

The return on equity of 7.8% is an indicator of the efficiency with which the company utilizes its equity to generate profits. A debt to equity ratio of 45% suggests moderate leverage, providing the company with financial flexibility for future investments or market changes.

Overall, Henderson Land Development shows stable financial performance with growth potential. However, the decision to invest in the stock should also depend on individual investment goals and risk tolerance.

Dividend Yield: 4.2% (estimated for 2025)

Henderson Land Development Company Limited has regularly distributed dividends to its shareholders in the past. The company's dividend policy is traditionally stable, indicating a reliable payout.

The estimated dividend yield of 4.2% for the year 2025 suggests that the company continues to be able to offer attractive returns to its shareholders. This stability is supported by the company's strong market position and diversified real estate portfolio.

Historically, Henderson Land has pursued a conservative financial policy, allowing the company to pay dividends even in economically challenging times. Analysts expect the company to continue this practice unless significant economic or regulatory changes occur.