Business description: Henderson Land Development Company Limited

Henderson Land Development Co Ltd is an investment holding company mainly engaged in the property development. The Company operates its business through six segments. The Property Development segment is engaged in the development and sale of properties. The Property Leasing segment is engaged in the leasing of properties. The Department Stores and Supermarket-Cum-Stores Operation segment is engaged in the operation and management of department stores and supermarket-cum-stores. The Hotel Room Operation segment is engaged in the operation of hotel properties. The Other Business segment is engaged in hotel management, construction engineering, provision of financial lending, project management, property management, security and cleaning services, catering operations, travel operation, as well as the trading of building materials. The Utility and Energy segment is engaged in the production, transmission and sale of gas, water supply, renewable energy business and emerging energy business.

Number of employees: 10,078

Sales by Activity: Henderson Land Development Company Limited

Fiscal Period: December 2021 (HKD) 2022 (HKD) 2023 (HKD) 2024 (HKD) 2025 (HKD)

Property Development - Hong Kong

10.8B 14.12B 15.21B 11.69B 13.5B

Property Development - Mainland China

1.82B 516M - 814M 1.14B

Property Leasing - Hong Kong

4.46B 4.71B 4.84B 4.95B 5B

Property Leasing - Mainland China

2.04B 2.02B 2.03B 2.04B 1.76B

Other Businesses

2.6B 2.22B 3.58B 3.88B 2.56B

Hotel Room Operation

- 160M 333M 331M 318M

Department Stores and Supermarket-Cum-Stores Operations

1.79B 1.8B 1.57B 1.55B 1.46B

Geographical breakdown of sales: Henderson Land Development Company Limited

Fiscal Period: December 2021 (HKD) 2022 (HKD) 2023 (HKD) 2024 (HKD) 2025 (HKD)

Hong Kong

19.46B 22.76B 24.54B 21.9B 22.34B

Mainland China

4.07B 2.79B 3.03B 3.35B 3.4B

Executive Committee: Henderson Land Development Company Limited

Manager TitleAgeSince
Chief Executive Officer 62 2019-05-27
Chief Executive Officer 54 2019-05-27
Director of Finance/CFO 68 2017-07-31
Chief Tech/Sci/R&D Officer - -
Corporate Officer/Principal 65 2009-12-31

Composition of the Board of Directors: Henderson Land Development Company Limited

Director TitleAgeSince
Director/Board Member 77 1996-12-31
Director/Board Member 79 2001-12-31
Director/Board Member 87 1975-12-31
Director/Board Member 73 1992-12-31
Director/Board Member 78 1995-12-31
Director/Board Member 76 2003-12-31
Director/Board Member 75 2003-12-31
Director/Board Member 75 1984-12-31
Director/Board Member 75 2004-12-31
Director/Board Member 65 2009-12-31

Shareholders: Henderson Land Development Company Limited

NameEquities%Valuation
72.5 %
3,509,782,778 72.5 % 13 790 M $
JPMorgan Asset Management (China) Co Ltd.
0.3258 %
15,773,000 0.3258 % 62 M $
Estate Of Lee Shau Kee
0.3212 %
15,548,667 0.3212 % 61 M $
Guardians of New Zealand Superannuation
0.1412 %
6,838,237 0.1412 % 27 M $
Bosera Asset Management Co., Ltd.
0.106 %
5,132,000 0.106 % 20 M $
NameEquities%Valuation
Manulife Investment Management (Hong Kong) Ltd.
0.0242 %
1,171,000 0.0242 % 5 M $
Yousif Capital Management LLC
0.001507 %
72,977 0.001507 % 286 727 $
RhumbLine Advisers LP
0.000601 %
29,093 0.000601 % 114 306 $
GAMMA Investing LLC
0.00032 %
15,491 0.00032 % 60 864 $
Salomon & Ludwin LLC
0.000045 %
2,174 0.000045 % 8 542 $

Holdings: Henderson Land Development Company Limited

NameEquities%Valuation
7,748,692,715 41.53% 7 152 M $
345,999,980 50.08% 479 M $
421,011,168 23.96% 125 M $
120,801,590 33.91% 79 M $
2,110,868,943 69.27% 49 M $

Company details: Henderson Land Development Company Limited

Henderson Land Development Co. Ltd.

Two International Finance Centre

, Hong Kong

+852 2908 8888

http://www.hld.com
address Henderson Land Development Company Limited(12)

Group companies: Henderson Land Development Company Limited

NameCategory and Sector
Finance/Rental/Leasing
Finance/Rental/Leasing
Henderson Real Estate Agency Ltd.
Henderson Real Estate Agency Ltd.

Other Real Estate Development & Operations

Change 5d. change 1-year change 3-years change Capi.($)
-0.12%-3.80%+33.17%+18.97% 20.02B
+0.88%-1.79%+67.20%+31.57% 50.28B
-1.36%-8.74%+39.72%+8.09% 32.17B
-1.17%-11.53%+54.44%+140.00% 30.42B
-1.06%-5.57%-17.49%+87.90% 27.2B
-1.69%-11.16%+10.03%+65.44% 26.19B
-5.23%-23.04%+42.70%+130.72% 22.95B
+0.59%+0.50%+54.26%+12.65% 22.54B
-1.07%-4.20%+17.66%-12.08% 22.2B
-7.44%-10.60%+58.01%+109.25% 19.42B
Average -1.77%-6.48%+35.97%+59.25% 27.34B
Weighted average by Cap. -1.41%-6.33%+38.35%+57.54%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
32.40HKD
Average target price
33.93HKD
Spread / Average Target
+4.73%

Quarterly revenue - Rate of surprise

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