Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002508.SZ
BUYREMOVEHangzhou Robam Appliances Co., Ltd. · Consumer Cyclical · China · $2.2B · Avg Vol: $14M/d
Hangzhou Robam Appliances is a leading consumer brand in China, but it is heavily exposed to the structural downturn in the Chinese real estate market. It lacks the global macro tailwinds and asymmetric risk-reward profile required for our portfolio.
COMPANY DESCRIPTION
Hangzhou Robam Appliances is a premier manufacturer of high-end kitchen appliances, specializing in range hoods, gas stoves, disinfectors, and steam ovens. The company holds the leading market share in China's premium kitchen appliance segment, a position it has maintained for over two decades through continuous technological innovation and strong brand equity. It operates as a highly profitable, premium brand leader with a robust nationwide distribution network and growing real estate developer partnerships.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.5B | 1.7B | 1.7B | 1.5B | -0.5% |
| EPS | 0.25 | 0.27 | 0.25 | 0.20 | -7.3% |
| Shares | 949.0M | 949.0M | 944.8M | 944.9M | -0.4% |
| Debt | 11.2M | 16.3M | 15.6M | 15.9M | 12.3% |
| Equity | 1.4B | 1.6B | 1.7B | 1.7B | 5.7% |
| Op CF | 287.4M | 353.5M | 245.3M | 236.1M | -6.3% |
| Inv CF | -6.5M | -779.5M | -94.2M | -149.2M | — |
| Fin CF | -63.5M | -64.4M | -204.4M | -138.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002508.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002508.SZ | Hangzhou Robam Appliances Co., Ltd.(you) | $2.2B | 79 | BUY |
| 603515.SS | Opple Lighting Co.,LTD | $2.0B | 81 | STRONG BUY |
| 603816.SS | Jason Furniture (Hangzhou) Co.,Ltd. | $2.9B | 85 | STRONG BUY |
| 603661.SS | Henglin Home Furnishings Co.,Ltd | $734M | 81 | STRONG BUY |
| 002668.SZ | Guangdong TCL Smart Home Appliances Co., Ltd. | $1.6B | 98 | STRONG BUY |
| 002032.SZ | Zhejiang Supor Co., Ltd. | $4.8B | 89 | STRONG BUY |
| 002818.SZ | Chengdu Fusen Noble-House Industrial Co.,Ltd. | $1.3B | 96 | STRONG BUY |
| 002705.SZ | Guangdong Xinbao Electrical Appliances Holdings Co., Ltd | $1.4B | 60 | HOLD |
| 0921.HK | Hisense Home Appliances Group Co., Ltd. | $4.4B | 99 | STRONG BUY |
| 002035.SZ | Vatti Corporation Limited | $597M | 68 | BUY |
Peer medians: ROE 7.0% · P/E 23.7x · Gross margin 22.2%