Hengan International 1044.HK
Hengan International is a Chinese manufacturer of disposable consumer products, such as diapers, wipes, and feminine hygiene products, primarily sold in China. Hengan trades at an attractive valuation (PER 8.0, EV/EBITDA 4.58) and offers a high dividend (8.17%), but the business is in decline with revenue and earnings falling (-6.1% and -8.4%), justifying the low growth score.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Hengan International is a Chinese manufacturer of disposable consumer products, such as diapers, wipes, and feminine hygiene products, primarily sold in China. Hengan trades at an attractive valuation (PER 8.0, EV/EBITDA 4.58) and offers a high dividend (8.17%), but the business is in decline with revenue and earnings falling (-6.1% and -8.4%), justifying the low growth score.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.0 |
| Quality / Moat | 4.3 |
| Valuation | 8.6 |
| Growth | 2.7 |
| Dividend | 8.8 |
| Momentum | 2.9 |
| Risk & Context | 5.2 |
OVERALL SCORE: 5.9/10
Context and risks
Elevated governance risk in China and state control. Although Hengan is not state-owned, minority protection is weak and the company is exposed to regulatory intervention in the consumer sector, justifying a moderate penalty.
News considered in the analysis
- Hengan International Group (SEHK:1044) Reappoints CFO, Is The Valuation Gap Too Wide? — El re-nombramiento de un CFO es un evento de gestión de bajo impacto que no altera los fundamentales a corto plazo; la pregunta sobre la valoración es especulativa y no aporta información nueva.
- Is Electronic Arts (EA) Stock Outpacing Its Consumer Discretionary Peers This Year? — Titular sobre un competidor en un sector diferente (videojuegos vs. productos de higiene) sin relevancia directa para Hengan.
Verdict: Hold; the cheap valuation and high dividend provide support, but the lack of growth and governance risk limit upside potential.
Main risk: The main risk is exposure to China, where minority shareholder protection is weak and there is a risk of regulatory intervention in the consumer sector, which could affect future profitability.
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