Perfil da empresa · Consumer Defensive

Tingyi

0322 · Hong Kong
Indústria
Packaged Foods
Bolsa
Hong Kong
País / Região
Hong Kong
Data do IPO
5 de fevereiro de 1996
Funcionários
59.096
Site
www.masterkong.com.cn
Preço atual
HK$11.47
Ao vivo · 5 de outubro de 2026
Compra justa
≤ HK$9
Entrada com margem de segurança
Pontuação de Crescimento Baillie
33/100
Ruim
Buffett Score
77/100
Forte
Valor intrínseco · Faixa em três níveis Preço atual HK$11.47 Ao vivo · Entre as faixas conservadora e justa

Faixa de valuation composta · conservador HK$8.4–HK$9 / justo HK$12–HK$15.5 / otimista HK$20.2–HK$21. A HK$11.47, Entre as faixas conservadora e justa.

Na publicação HK$13.16 (25 de agosto de 2026)

Resumo financeiro
Valor de mercadoHK$ 65 bi
Receita (TTM)HK$ 79,52 bi
EBITDAHK$ 9,93 bi
Margem líquida5,86%
ROE33,3%
P/L (TTM)11,89
P/L projetado9,63
PEG5,07
LPAHK$ 0,00
Dividend yield3,44%
Faixa de 52 semanasHK$ 9,38 – HK$ 14,14

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Sobre a empresa

Tingyi (Cayman Islands) Holding Corp., an investment holding company, manufactures and sells instant noodles, beverages, and instant food products in the People's Republic of China. The company operates through Instant Noodles, Beverages, and Others segments. It offers ready-to-drink teas, juices, bottled water, and carbonated soft drinks; various noodles; and coffee/functional/probiotics drinks. The company also provides property management; and management and consulting services. Tingyi (Cayman Islands) Holding Corp. was founded in 1992 and is headquartered in Shanghai, the People's Republic of China.

Contexto

História

Em breveEsta seção está sendo preenchida — volte em breve.

Posição no setor

Em breveEsta seção está sendo preenchida — volte em breve.

Análises sobre este ativo
33/100 Manter Tingyi: A Mature Cash Cow Whose Profit Growth Comes From Margin, Not Sales Tingyi is a China-focused packaged-food and beverage group whose Master Kong instant noodles sit alongside a beverage arm that combines its own tea, water and juice brands with PepsiCo-licensed bottling; that beverage arm alone is 65.5% of H1 2026 revenue. Group revenue has barely moved since 2022, from RMB 78.717 billion to RMB 79.068 billion in 2025, yet attributable profit rose 71% as gross margin climbed from 29.09% to 35.8% in H1 2026, and beverages contribute only about half of owner earnings once minority interests are stripped out. Rating Hold: at HKD 13.16 the shares trade near 13.8 times reconstructed trailing earnings with a roughly 7% distribution yield, inside the HKD 12.0 to 15.5 acceptable-hold zone but about 25% above the HKD 10.5 conservative value, so the conservative margin of safety is zero. Tingyi (Cayman Islands) Holding Corp.0322 · Hong KongPackaged Foods25 de agosto de 2026