Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002154.SZ
STRONG BUYREMOVEBxn Holding Co., Ltd. · Consumer Cyclical · China · $830M · Avg Vol: $15M/d
Baoxiniao Holding is a Chinese apparel brand. It lacks a global moat, operates in a highly fragmented consumer market, and does not align with our high-conviction macro themes.
COMPANY DESCRIPTION
Baoxiniao Holding Co., Ltd. designs, manufactures, and retails mid-to-high-end menswear, featuring brands such as Baoxiniao and HAZZYS (under license). The company maintains its market position through a robust multi-brand strategy, an extensive nationwide retail network, and advanced mass-customization manufacturing capabilities. It is a leading player in China's premium business and casual apparel sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 637.3M | 776.3M | 761.5M | 763.9M | 6.2% |
| EPS | 0.05 | 0.07 | 0.05 | 0.03 | -9.5% |
| Shares | 1.5B | 1.5B | 1.5B | 1.5B | 0.0% |
| Debt | 64.0M | 113.5M | 72.3M | 107.5M | 18.9% |
| Equity | 581.5M | 641.5M | 645.7M | 685.5M | 5.6% |
| Op CF | 76.1M | 170.5M | 103.8M | 94.1M | 7.3% |
| Inv CF | -72.2M | -98.2M | -4.8M | -68.2M | — |
| Fin CF | -78.6M | -12.1M | -124.0M | -1.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002154.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002154.SZ | Bxn Holding Co., Ltd.(you) | $830M | 88 | STRONG BUY |
| 603587.SS | Dazzle Fashion Co., Ltd | $817M | 81 | STRONG BUY |
| 002832.SZ | BIEM.L.FDLKK Garment Co.,Ltd. | $1.8B | 89 | STRONG BUY |
| 3306.HK | JNBY Design Limited | $1.2B | 99 | STRONG BUY |
| 1234.HK | China Lilang Limited | $536M | 99 | STRONG BUY |
| 002563.SZ | Zhejiang Semir Garment Co., Ltd. | $2.1B | 96 | STRONG BUY |
| 002612.SZ | Lancy Co., Ltd. | $777M | 61 | HOLD |
| 3818.HK | China Dongxiang (Group) Co., Ltd. | $232M | 84 | STRONG BUY |
| 600398.SS | Hla Group Corp., Ltd. | $4.0B | 93 | STRONG BUY |
| 601566.SS | Joeone Co.,Ltd | $745M | 54 | HOLD |
Peer medians: ROE 7.0% · P/E 23.7x · Gross margin 22.2%