Professional
Added to YB: 2024-08-13
Pitch date: 2024-08-02
1126.HK [bullish]
Dream International Limited
+122.76%
current return
Author Info
Bilbel Capital is a closed family investment fund, founded in February 2022. Since its inception, the fund's returns have exceeded 700%. Sign up for the newsletter.
Company Info
Dream International Limited, an investment holding company, designs, develops, manufactures, and sells plush stuffed toys, plastic figures, dolls, die casting products, and fabrics.
Market Cap
HKD 7.8B
Pitch Price
HKD 3.78
Price Target
N/A
Dividend
5.22%
EV/EBITDA
5.75
P/E
10.14
EV/Sales
1.10
Sector
Leisure Products
Category
dividend
Bilbel Capital Portfolio Holding: Dream International Limited
Dream Int'l (1126.HK): HK-listed toy maker, factories in Vietnam. 20+ yr Disney partnership enables large orders, high margins. Sales tripled, profits up 7x in 10yrs. Trades at 3.5x P/E, 12% div yield. Cash+property value equals market cap ($385M). Strong mgmt, consistent performance in cyclical industry.
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