致：香港交易及結算所有限公司 公司名稱: 亞洲木薯資源控股有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年2月28日 狀態: 新提交 呈交日期: 2026年3月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00841 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | 本月底法 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞洲木薯資源控股有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00841 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | 本月底法 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞洲木薯資源控股有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00841 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | 本月底 ...

Revenue and Profitability - The revenue from the procurement and sale of cassava chips increased to approximately HKD 836 million, a rise of about 90.6% compared to HKD 438.7 million in the same period last year[7]. - Revenue for the six months ended September 30, 2025, was HKD 848,398,000, a 89% increase from HKD 449,210,000 in the same period of 2024[40]. - Gross profit for the same period was HKD 93,708,000, compared to HKD 34,046,000 in 2024, reflecting a significant improvement[40]. - The company reported a profit of HKD 9,172,000 for the six months ended September 30, 2025, compared to a loss of HKD 14,984,000 in the previous year[41]. - Basic and diluted earnings per share for the period were HKD 1.7, a recovery from a loss of HKD 1.5 per share in 2024[40]. - The pre-tax profit for the six months ended September 30, 2025, was HKD 10,022,000, compared to a pre-tax loss of HKD 17,971,000 in the same period of 2024[61]. Costs and Expenses - The gross profit for the period rose to approximately HKD 81.8 million from HKD 24.7 million in the previous year, with a gross margin of approximately 9.8%, up from 5.6%[9][10]. - The cost of sales and distribution increased to approximately HKD 39.8 million, compared to HKD 16.1 million in the same period last year, primarily due to higher procurement and sales volumes[11]. - The administrative expenses for the period were approximately HKD 32.9 million, up from HKD 25.8 million in the previous year[12]. - The financing costs increased to approximately HKD 28.9 million from HKD 15.1 million, mainly due to interest on amounts payable to non-controlling interests[13]. Assets and Liabilities - Current assets as of September 30, 2025, were approximately HKD 214.5 million, a decrease from HKD 712.4 million as of March 31, 2025[15]. - The current liabilities decreased to approximately HKD 521.7 million from HKD 1,044.6 million as of March 31, 2025[16]. - Total assets less current liabilities amounted to HKD 660,220,000 as of September 30, 2025, compared to HKD 652,093,000 as of March 31, 2025[42]. - Non-current assets totaled HKD 967,426,000 as of September 30, 2025, down from HKD 984,372,000 as of March 31, 2025[42]. - The total liabilities as of September 30, 2025, were HKD 824,717,000, down from HKD 1,347,244,000 as of March 31, 2025[55]. Cash Flow - The net cash inflow from operating activities for the six months ended September 30, 2025, was HKD 425.763 million, compared to HKD 226.821 million for the same period in 2024, representing an increase of approximately 88%[46]. - The net cash outflow from financing activities for the six months ended September 30, 2025, was HKD 478.474 million, compared to HKD 156.145 million in the previous year, indicating a significant increase in financing activities[46]. - The company’s investment activities generated a net cash inflow of HKD 41.748 million for the six months ended September 30, 2025, compared to a net cash outflow of HKD 3.500 million in the previous year[46]. Equity and Reserves - The company reported a net profit of HKD 10.072 million for the six months ended September 30, 2025, compared to a net loss of HKD 9.038 million in the previous period[44]. - As of September 30, 2025, total equity attributable to the owners of the company was HKD 463.428 million, down from HKD 483.951 million as of April 1, 2024[44]. - The company’s total reserves decreased to HKD 454.742 million as of September 30, 2024, from HKD 539.767 million in the previous year[45]. Operational Highlights - The total number of employees was approximately 220, with total employee costs for the period around HKD 10.1 million[18]. - The group has a total storage capacity of approximately 600,000 tons for cassava chips, enhancing market coverage and business growth[24]. - The construction of a factory in Laos for producing and selling cassava starch is nearing completion, expected to start production within the year[25]. - The group aims to reduce unit costs and increase gross margins through expanded procurement networks in Thailand, Laos, and Cambodia[24]. - The company operates in three segments: procurement and sales of cassava chips, property investment, and hotel and serviced apartment operations in mainland China and Hong Kong[52]. Shareholder Information - Major shareholder Mr. Zhu holds a total of 360,520,715 shares, representing 61.66% of the company's issued share capital[28]. - The company has maintained at least 25% of its issued share capital held by the public as of the report date[34]. Compliance and Governance - The group has adopted a code of conduct regarding securities trading by directors, ensuring compliance with the listing rules[37]. - The board approved the financial statements for publication on November 28, 2025[71]. Market Performance - Revenue from sales to external customers for tapioca chips was HKD 835,982,000, representing a 90% increase from HKD 438,684,000 in the previous year[59]. - Revenue from the mainland China market reached HKD 837,082,000, a substantial increase from HKD 440,884,000 in the previous year[56]. - Total rental income increased to HKD 3,139,000 from HKD 2,300,000, marking a growth of 36.5%[59]. - The company reported a significant increase in other income to HKD 23,663,000, up from HKD 10,710,000 in the previous year[60]. Other Financial Metrics - The fair value loss on investment properties was HKD 5,745,000, slightly lower than the loss of HKD 5,780,000 in the previous year[40]. - Other comprehensive income for the period totaled HKD 7,743,000, a significant recovery from a loss of HKD 20,523,000 in 2024[41]. - The company’s foreign exchange loss from operations was HKD 345,000 for the six months ended September 30, 2025[44]. - The depreciation of property, plant, and equipment for the period was HKD 9,520,000, compared to HKD 6,980,000 in the previous year[61].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞洲木薯資源控股有限公司 本月底法定/註冊股本總額： HKD 200,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00841 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底 ...

Core Viewpoint - Cassava Resources (00841) reported a significant turnaround in its financial performance for the six months ending September 30, 2025, with a notable increase in revenue and profit [1] Financial Performance - Revenue reached HKD 848 million, representing a year-on-year growth of 88.9% [1] - The profit attributable to shareholders was HKD 10.072 million, a recovery from a loss of HKD 9.038 million in the same period last year [1] - Basic earnings per share were HKD 0.017 [1] Sales Performance - The increase in revenue was primarily driven by a rise in sales volume of dried cassava chips [1]

Core Viewpoint - Cassava Resources (00841) reported a significant increase in revenue and a turnaround in profit for the six months ending September 30, 2025, primarily driven by higher sales of dried cassava chips [1] Financial Performance - Revenue reached HKD 848 million, representing a year-on-year growth of 88.9% [1] - The profit attributable to the company's owners was HKD 10.072 million, compared to a loss of HKD 9.038 million in the same period last year [1] - Basic earnings per share were HKD 0.017 [1] Sales Performance - The increase in revenue was mainly due to a rise in the sales volume of dried cassava chips [1]

Core Viewpoint - The company reported significant growth in revenue and profitability for the six months ending September 30, 2025, driven by increased demand for cassava chips in mainland China [1] Financial Performance - The company's revenue reached HKD 848 million, representing a year-on-year increase of 88.86% [1] - Shareholders' profit for the period was HKD 10.072 million, a turnaround from a loss of HKD 9.038 million in the same period last year [1] - Basic earnings per share were HKD 0.017 [1] Revenue Breakdown - Revenue from the procurement and sale of cassava chips increased to approximately HKD 836 million, up about 90.6% from approximately HKD 439 million in the previous year [1] Hotel and Service Apartment Business - The hotel and serviced apartment segment maintained stable income from hotel room rates, while food and beverage services were contracted out to generate fixed income [1] - The "338 Apartment" property currently has its ground floor leased to a third party for a chain restaurant, while the remaining rentable floors are operated by the company as serviced apartments or leased to third-party tenants [1]

Financial Performance - Revenue for the six months ended September 30, 2025, was HKD 848,398,000, representing a 89% increase from HKD 449,210,000 in the same period of 2024[5] - Gross profit for the same period was HKD 93,708,000, up from HKD 34,046,000, indicating a significant improvement in profitability[5] - The company reported a profit of HKD 9,172,000 for the period, compared to a loss of HKD 14,984,000 in the previous year[6] - Basic and diluted earnings per share for the period were HKD 1.7, a recovery from a loss of HKD 1.5 per share in the prior year[5] - Total comprehensive income for the period amounted to HKD 7,743,000, compared to a loss of HKD 20,523,000 in the same period last year[6] - The company reported a profit for the period of HKD 10,072,000, which is a positive performance indicator despite the overall comprehensive income decline[9] - The company reported a pre-tax profit of HKD 10,022,000 for the six months ended September 30, 2025, compared to a pre-tax loss of HKD 17,971,000 in 2024[22] Assets and Liabilities - Non-current assets totaled HKD 967,426,000 as of September 30, 2025, down from HKD 984,372,000 as of March 31, 2025[7] - Current liabilities decreased significantly to HKD 521,722,000 from HKD 1,044,633,000, indicating improved liquidity[7] - Total assets as of September 30, 2025, amounted to HKD 1,181,942,000, a decrease from HKD 1,696,726,000 as of March 31, 2025[18] - The total liabilities as of September 30, 2025, were HKD 824,717,000, down from HKD 1,347,244,000 as of March 31, 2025[18] - The net current liabilities amounted to approximately HKD 307.2 million, mainly due to HKD 401 million in interest-bearing bank loans due within twelve months[31] Cash Flow - The net cash inflow from operating activities for the six months ended September 30, 2025, was HKD 425,763,000, compared to HKD 226,821,000 for the same period in 2024, representing an increase of approximately 87.7%[11] - The net cash outflow from financing activities for the six months ended September 30, 2025, was HKD 478,474,000, significantly higher than HKD 156,145,000 in the previous year, indicating increased financing activities[11] - The cash and cash equivalents at the end of the period decreased to HKD 46,706,000 from HKD 116,272,000, a decline of approximately 59.9%[11] - The company’s investment activities generated a net cash inflow of HKD 41,748,000 for the six months ended September 30, 2025, compared to a net cash outflow of HKD 3,500,000 in the previous year, indicating a turnaround in investment performance[11] Equity and Reserves - The company's total equity increased to HKD 357,225,000 from HKD 349,482,000, reflecting a strengthening balance sheet[7] - As of September 30, 2025, total equity amounted to HKD 357,225,000, an increase from HKD 349,482,000 as of April 1, 2025, reflecting a growth of approximately 2.1%[9] - The company’s retained earnings increased to HKD 281,650,000 as of September 30, 2025, up from HKD 271,578,000, reflecting a growth of approximately 3%[9] - The company’s total reserves decreased to HKD 454,742,000 from HKD 539,767,000, indicating a reduction of approximately 15.7%[10] Operational Highlights - The company operates in Southeast Asia, focusing on the procurement and sale of dried cassava chips, as well as hotel and serviced apartment operations in mainland China and Hong Kong[12] - The sales of cassava chips contributed HKD 835,982,000 to the total revenue in 2025, compared to HKD 438,684,000 in 2024, marking an increase of 90%[21] - Total rental income increased to HKD 3,139,000 in 2025 from HKD 2,300,000 in 2024, reflecting a growth of 36%[21] - The company incurred a cost of goods sold of HKD 754,690,000 for the six months ended September 30, 2025, compared to HKD 415,164,000 in 2024, indicating a rise of 81%[22] - The group operates a unique integrated business model covering procurement, processing, storage, logistics, and sales of cassava chips, with a total storage capacity of approximately 600,000 tons[51] Expenses and Costs - The sales and distribution costs for the period were approximately HKD 39.8 million, compared to HKD 16.1 million in the previous year, reflecting increased sales volume[37] - The administrative expenses for the period were approximately HKD 32.9 million, up from HKD 25.8 million in the previous year[38] - The financing costs for the period were approximately HKD 28.9 million, up from HKD 15.1 million in the previous year, primarily due to interest on amounts payable to non-controlling interests[39] - Depreciation for property, plant, and equipment was HKD 9,520,000 in 2025, up from HKD 6,980,000 in 2024, an increase of 37%[22] Future Outlook and Developments - The construction of a joint venture factory in Laos, primarily for the production and sale of cassava starch, is nearing completion and is expected to start production within the year[52] - The group aims to expand its procurement network in Thailand, Laos, and Cambodia to reduce unit costs and increase gross margins for cassava chips[51] - The board announced no interim dividend for the six months ended September 30, 2025[53] - The group has not engaged in any significant acquisitions or disposals during the period[47] - The group does not have a foreign exchange hedging policy in place to manage currency risks associated with its operations in RMB, USD, and THB[46] Employee and Operational Metrics - The total employee count as of September 30, 2025, was approximately 220, with total employee costs (including director remuneration) amounting to approximately HKD 10.1 million[45] - As of September 30, 2025, the inventory turnover was approximately 86.5 days, a decrease of about 38.2 days compared to 124.7 days on March 31, 2025[44] - The accounts receivable turnover was approximately 21.6 days, down by about 11.8 days from 33.4 days as of March 31, 2025[44] - The group has no significant capital commitments or contingent liabilities as of September 30, 2025[48][49]

Summary of Key Points Core Viewpoint - As of November 26, a total of 39 stocks reached their 52-week highs, with notable performances from Fire Rock Holdings (02975), Crocodile Garments (02977), and Aisuo Holdings (08585) showing significant increases in their high rates [1]. 52-Week Highs - Fire Rock Holdings (02975) achieved a closing price of 0.114 with a peak of 0.231, marking a high rate of 285.00% - Crocodile Garments (02977) closed at 0.085, reaching a high of 0.189, reflecting a high rate of 170.00% - Aisuo Holdings (08585) closed at 0.021, with a peak of 0.040, resulting in a high rate of 110.53% - Other notable stocks include: - Fulltech Electric Group Holdings (01750) with a high rate of 23.64% - Century United Holdings (01959) at 22.05% - Cassava Resources (00841) at 20.19% [1]. 52-Week Lows - The stock with the largest decline was Jia Jin Investment International (00310), which closed at 0.141, reaching a low of 0.137, resulting in a decline rate of -25.95% - Crown Central Properties (00193) closed at 0.168, with a low of 0.141, reflecting a decline rate of -18.02% - Lion Holdings (02562) had a closing price of 4.710, with a low of 4.680, showing a decline rate of -9.48% - Other significant declines include: - Huading Holdings (03398) at -7.14% - XL Two South Strategy - U (09799) at -5.96% [2].