Added to YB: 2026-10-16
Pitch date: 2026-10-14
2331.HK [neutral]
Li Ning Company Limited
+0.95%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
Li Ning Company Limited, a sports brand company, engages in the research and development, design, manufacture, marketing, distribution, and retail of sporting goods in the People’s Republic of China and internationally.
Market Cap
HKD 27.5B
Pitch Price
HKD 12.66
Price Target
N/A
Dividend
5.33%
EV/EBITDA
2.55
P/E
9.17
EV/Sales
0.48
Sector
Textiles, Apparel and Luxury Goods
Category
value
Insider activity September 2026 - Li Ning Company Limited
2331.HK (update): Li Ning trades at 9x trailing earnings with a 5.6% dividend yield after first-half 2026 revenue grew just 3%. Founder Li Ning bought US$225M of shares through Viva Goods—about 5% of market cap. Angsana Anderson speculated this may precede a take-private, but there is no other indication of a deal. The larger uncertainty is whether Li Ning will remain a hot brand; the Stephen Curry partnership might help it gain international recognition.
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