Added to YB: 2025-07-08
Pitch date: 2025-07-04
6690.HK [bullish]
Haier Smart Home Co., Ltd.
+19.1%
current return
Author Info
No bio for this author
Company Info
Haier Smart Home Co., Ltd. engages in the research, development, production, and sales of smart home appliances.
Market Cap
CNY 225.9B
Pitch Price
CNY 1.71
Price Target
31.00 (+1426%)
Dividend
3.73%
EV/EBITDA
7.48
P/E
12.37
EV/Sales
0.71
Sector
Household Durables
Category
special_situation
Weird Shit Investing 2025 - Haier Smart Home
6690.HK: German-listed Haier D shares trade 30% discount to HK/40% to Shanghai at 8x P/E vs 11-12x. May 2025 buyback authorization catalyst could narrow discount to 10% (+30% upside). Decoupling risk cuts both ways - profitability headwinds vs capital structure simplification if tensions continue. Only Chinese D share in Frankfurt offers offshore access without ADR delisting risks.