Basket: Chinese Appliances

Median physical 25.4% Median FAT 6.38x Median capex/D&A 1.35x Median ROIC 22.0%
Symbol Name Sector Physical FAT Capex/D&A TBV/sh Coverage FCF yield ROIC Status
002705.SHE Guangdong Xinbao Electrical Appliances Holdings Co Ltd Consumer Cyclical 44.6% 3.19x 1.49x CNY 27.58 1.30x 4.2% 17.1% Mixed
2580.HK Aux Electric Co Ltd Industrials 44.1% 4.04x 2.80x $6.76 1.19x 8.4% 132.9% Mixed
603486.SHG Ecovacs Robotics Co Ltd Consumer Cyclical 34.7% 6.83x 1.52x CNY 15.02 31.75x 10.1% 48.9% Mixed
6690.HK Haier Smart Home Co Ltd Consumer Cyclical 34.5% 5.48x 1.01x $9.27 0.97x 9.3% 22.3% Mixed
HSHCY Haier Smart Home Co. Ltd Consumer Cyclical 33.7% 5.54x 1.01x $36.74 0.97x 72.9% 18.5% Mixed
002959.SHE Bear Electric Appliance Co Ltd Consumer Cyclical 33.7% 4.24x 0.95x CNY 54.05 16.13x 5.3% 39.5% Mixed
000016.SHE Konka Group Co Ltd Technology 30.0% 1.95x 0.53x -CNY 2.75 -1.80x -32.1% โ€” Mixed
002668.SHE Guangdong Homa Appliances Co Ltd Consumer Cyclical 29.8% 5.94x 1.95x CNY 4.24 2.51x 18.0% โ€” Asset-light
002032.SHE Zhejiang Supor Co Ltd Consumer Cyclical 29.0% 15.34x 1.35x CNY 7.45 184.56x 7.3% โ€” Asset-light
688169.SHG Beijing Roborock Technology Co Ltd Industrials 21.9% 11.29x 4.11x CNY 129.70 1.17x 1.1% 22.9% Asset-light
0921.HK Hisense Home Appliances Group Co Ltd Consumer Cyclical 21.6% 10.63x 1.59x $14.68 1.39x 13.0% โ€” Asset-light
000921.SHE Hisense Kelon Electrical Holdings Co Ltd Consumer Cyclical 21.6% 10.63x 1.59x CNY 14.50 1.39x 10.9% 22.0% Asset-light
1810.HK Xiaomi Corp Technology 21.4% 16.35x 1.46x $9.61 1.68x 3.1% 21.1% Asset-light
002508.SHE Hangzhou Robam Appliances Co Ltd Consumer Cyclical 20.9% 4.54x 1.36x CNY 12.04 13.37x 8.6% 10.9% Asset-light
000521.SHE Changhong Meiling Co Ltd Consumer Cyclical 20.7% 11.99x 0.94x CNY 5.15 0.71x 9.9% โ€” Asset-light
000333.SHE Midea Group Co Ltd Consumer Cyclical 19.0% 8.95x 1.19x CNY 23.77 1.16x 6.5% 19.6% Asset-light
000651.SHE Gree Electric Appliances Inc of Zhuhai Consumer Cyclical 16.5% 4.70x 0.34x CNY 24.74 0.57x 20.1% 24.1% Asset-light
002242.SHE Joyoung Co Ltd Consumer Cyclical 14.3% 14.21x 0.14x CNY 4.68 0.08x 5.4% 5.3% Asset-light