Added to YB: 2026-03-09
Pitch date: 2026-03-08
3600.HK [bullish]
Modern Dental Group Limited
+4.5%
current return
Author Info
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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 5.55
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
Adding to Modern Dental Group (3600 HK)
3600.HK (added to position): Global dental prosthetics mfr, 8% EPS CAGR since 2021. 80 labs in Europe (48% rev) & N America (22%) under local banners avoid tariff/China stigma. Hillhouse PE bought 17% at $5.80 premium. Mgmt owns 50%, family+PE aligned. 10.5x fwd P/E vs higher EU/US comps. Insulated from tariffs/AI/geopolitics. Dividends+buybacks ongoing.
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