Added to YB: 2024-05-23
Pitch date: 2024-05-21
1126.HK [bullish]
Dream International Limited
+92.61%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
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 4.32
Price Target
7.17 (-14%)
Dividend
5.22%
EV/EBITDA
5.75
P/E
10.14
EV/Sales
1.10
Sector
Leisure Products
Category
value
Dream International: A Hidden Gem in the Toy Manufacturing Industry
Dream Int'l (1126.HK): Toy maker in Vietnam. $3.2B mkt cap, $1.4B net cash. Earns $830M, ~2x ex-cash P/E. 24% ROE, 40% ROIC, 15% 10yr rev CAGR, 21% EBIT CAGR w/o dilution. 11.5% div yield (40% payout). Earnings +160% in 5yrs. Upside 50%+ w/better capital allocation.
Read full article (1 min)