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
Jun-26 - HKD 37
Profile
Symbol: 2331.HK
Industry: Leisure
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year gross profit growth: +8.0%/year
5-Year shareholder growth: +25.6%/year
Estimated fair value: HKD 37
Valuation assumption: 5.0% MFCF yield
Operating income/gross profit: 27.2%
Insider ownership: 14.8%
History
