OSL Group (SEHK:863) stock is in focus after the company was engaged to power on-chain tokenization for PrimePlus SPC's USDGO Plus SP fund, including custody and distribution for its tokenized units.
Recent trading shows OSL Group trying to stabilise after a tough stretch. The 1 day share price return of 1.07% and 7 day gain of 3.68% sit against a year to date share price decline of 38.57%. The 3 year total shareholder return of 152.54% still points to a very strong longer term recovery phase compared with the more recent pullback.
Scan beyond OSL Group and review a hand-picked 20 cryptocurrency and blockchain stocks that are building real businesses around custody, trading, and tokenization infrastructure.
OSL Group trades at a steep discount to analyst targets after a sharp year to date fall, with a long term rebound still in place. Is the market applying healthy caution, or mispricing the tokenization opportunity altogether?
Most Popular Narrative: 35% Undervalued
On the most followed view of OSL Group, the fair value sits at about HK$15.98 against the last close of HK$10.43, which puts a big gap between the current share price and what that narrative implies.
Expansion of stablecoin usage in global payments, with stablecoins already about 60% of OSL's transaction volume, positions the company to capture more cross-border flows and payment-related fees, which directly links to revenue.
Growing use of AI agents and machine-to-machine payments, where OSL has built 24/7 instant settlement and agent ready rails, could support higher transaction frequency and throughput, which is relevant for both revenue and operating leverage.
See why 2 investors see OSL Group as 35% undervalued .
Result: Fair Value of HK$15.98 (UNDERVALUED)
Still, the OSL Group story can break if stablecoin or AI agent adoption undershoots projections, or if heavy expansion spending keeps losses higher for a longer period.
Find out about the key risks to this OSL Group narrative .
Next Steps
Optimistic about OSL Group or feeling cautious about the tokenization story, either way, move quickly and test the thesis against the risk data. To balance the upside case with the downside markers, review the 2 important warning signs .
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include 0863.HK .
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