Cosmo Lady (China) Holdings will face challenges with a projected fair value of 0.18

VA
Valar_Morghulis
Valar_Morghulis
Not Invested
Community Contributor
Published
27 Jul 25
Updated
27 Jul 25
Valar_Morghulis's Fair Value
HK$0.98
60.2% undervalued intrinsic discount
27 Jul
HK$0.39
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1Y
105.3%
7D
2.6%

Author's Valuation

HK$1.0

60.2% undervalued intrinsic discount

Valar_Morghulis's Fair Value

创始人重新执掌公司,总是最正面的故事起点,发生在2021年。这并不容易,反映到经营成果上表,已经花费了3年时间。

现在按困境反转,买进一个观察仓位。30亿销售额当成再次出发的起点。当前6倍PE是行业最低估值的公司之一,先回归到行业均值,或1倍PB,0.98元。

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Disclaimer

The user Valar_Morghulis holds no position in SEHK:2298. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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