Added to YB: 2025-10-09
Pitch date: 2025-10-08
1126.HK [neutral]
Dream International Limited
-26.41%
current return
Author Info
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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 11.32
Price Target
N/A
Dividend
5.22%
EV/EBITDA
5.75
P/E
10.14
EV/Sales
1.10
Sector
Leisure Products
Category
value
Show full summary:
Quality Value Investing | Q3 25 Review - Dream International
1126.HK sold position: HK plush toy maker, bought at 3.5x P/E below book w/ 20% ROE history. Labubu craze (Pop Mart elves) drove price up, sold at 15x P/E. Mgmt solid but Labubu unsustainable long-term. Craze cooling, P/E back to 10x. Proceeds into 3 cos at 3-5x P/E.
Read full article (2 min)