1184.HK(1184.HK)

$7.83—

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1184.HK(1184.HK)

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$7.83—

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1184.HK(1184.HK)

1184.HK

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8/14/26

S.A.S. DRAGON (1184.HK)

Friday

2:01 PM

Thesis: Recent partnerships and market expansion initiatives are driving optimism about future revenue growth, as demand for technology products remains robust.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$27.8B	$30.5B
Rev. Growth	+24.1%	+10.0%
EPS	$0.80	$0.89
EPS Growth	+23.1%	+11.2%
P/E	9.8×	8.8×

What’s Driving the Stock

1Recent partnerships with major tech firms have led to a 15% increase in order volume, indicating strong demand.
2Cost-saving initiatives have improved gross margins by 50 basis points YoY, enhancing profitability.
3Expansion into Southeast Asian markets projected to contribute an additional $1B in revenue over the next year.
4Increased demand for sustainable technology products could lead to a 20% revenue boost in the next fiscal year.
5Digital transformation across industries
6Sustainability in technology supply chains
7Changes in demand for electronic components in Asia and Europe
8Fluctuations in supplier pricing and availability

FY2025 Snapshot

Revenue: $30.5B
Rev. Growth: +10.0%
Gross Margin: 4.4%
Op. Margin: 3.1%
Net Margin: 1.8%
Net Income: $557M
NI Growth: +11.1%
EPS: $0.89
1Y Return: +80.7%

1184.HK Chart

My Notes

"Our strategic initiatives are positioning us well to capitalize on the growing demand in the technology sector."
Moat: The company's established relationships with suppliers and extensive distribution network provide a strong competitive advantage.
growth - Investors seeking exposure to the technology distribution sector with potential for revenue expansion.
Moderate sensitivity to interest rates; higher rates could increase financing costs for inventory, impacting margins and cash flow.
Watch on earnings: Revenue growth rate, Gross margin percentage, Operating cash flow.

One Sentence Summary:

S.A.S. Dragon: the setup is constructive — recent partnerships with major tech firms have led to a 15% increase in order volume, indicating strong demand.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

9.8×

8.8×

What’s Driving the Stock

1Recent partnerships with major tech firms have led to a 15% increase in order volume, indicating strong demand.

2Cost-saving initiatives have improved gross margins by 50 basis points YoY, enhancing profitability.

3Expansion into Southeast Asian markets projected to contribute an additional $1B in revenue over the next year.

4Increased demand for sustainable technology products could lead to a 20% revenue boost in the next fiscal year.

5Digital transformation across industries

6Sustainability in technology supply chains

7Changes in demand for electronic components in Asia and Europe

8Fluctuations in supplier pricing and availability

My Notes

"Our strategic initiatives are positioning us well to capitalize on the growing demand in the technology sector."

Moat: The company's established relationships with suppliers and extensive distribution network provide a strong competitive advantage.

growth - Investors seeking exposure to the technology distribution sector with potential for revenue expansion.

Moderate sensitivity to interest rates; higher rates could increase financing costs for inventory, impacting margins and cash flow.

Watch on earnings: Revenue growth rate, Gross margin percentage, Operating cash flow.