Added to YB: 2025-08-15
Pitch date: 2025-08-14
3600.HK [bullish]
Modern Dental Group Limited
+16.46%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
Modern Dental Group Limited, an investment holding company, engages in production, distribution, and trading of dental prosthetic devices in Europe, Greater China, North America, Australia, and internationally.
Market Cap
HKD 5.4B
Pitch Price
HKD 4.98
Price Target
N/A
Dividend
4.45%
EV/EBITDA
5.84
P/E
9.06
EV/Sales
1.40
Sector
Health Care Equipment and Supplies
Category
value
Modern Dental Group (3600:HKEX)
3600.HK: Global dental prosthetics manufacturer w/ 80 labs across EU (48% rev), US (22%), Australia, China (19%). 5yr EPS CAGR 20.3%, rev CAGR 6.9%. Founders own 67%, zero insider sales in 10yrs. Div grew from $0.045 HKD (2019) to $0.17 HKD (2024), 4% yield + 2% buyback yield. Trades 10.5x P/E vs higher US/EU comps despite 80% rev from those markets. Recent Thailand acquisition signals expansion runway.
Read full article (3 min)