Added to YB: 2024-02-28
Pitch date: 2024-02-25
1830.HK [bullish]
Perfect Medical Health Management Limited
-54.38%
current return
Author Info
Oriental Value is a value investor focused on small and mid-cap stocks in Asia. Sign up for the newsletter.
Company Info
Perfect Medical Health Management Limited, an investment holding company, engages in the provision of medical, aesthetic medical, and beauty and wellness services in Hong Kong, the People’s Republic of China, Macau, Australia, and Singapore.
Market Cap
HKD 1.6B
Pitch Price
HKD 2.72
Price Target
6.45 (+420%)
Dividend
11.77%
EV/EBITDA
5.05
P/E
8.73
EV/Sales
1.46
Sector
Diversified Consumer Services
Category
growth
Perfect Medical Health Management Limited - $1830.HK
1830.HK: Transformed to medical beauty, using prepaid model for high cash flow. Fewer post-COVID competitors, global expansion plans. Mgmt targets HKD3B revenue, HKD1B profit in 3yrs. HKD3.31/share, 9% div yield, 25% 3yr IRR. Risks: slow China spend, bad capex, reg changes, sales tactics.
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