Transaction log

  • Oct 23, 2024 - Bought 1,000 @ HKD 15.28 (1.06% wtg, coffee can)

Li Ning

Location: Beijing, China

 

Estimated fair value history

  • Jun-25 - HKD 33 (5.0% MFCF yield)

  • Dec-25 - HKD 34

Profile

Industry: Leisure

Sector: Consumer discretionary

Theme: Emerging markets consumer

5-Year shareholder growth: +29.2%/year

Estimated fair value: HKD 34

Valuation assumption: 5.0% MFCF yield

Insider ownership: 14.8%