Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2260.HK
HOLDREMOVEVanov Holdings Company Limited · Basic Materials · China · $88M · Avg Vol: $2K/d
Vanov Holdings is a small-cap Chinese basic materials company with low liquidity and high exposure to regional economic headwinds. It lacks the global scale, pricing power, and quality metrics required to justify inclusion in a concentrated global book.
COMPANY DESCRIPTION
Vanov Holdings Company Limited manufactures and distributes eco-friendly bamboo-based tissue paper products under the 'Babu' brand in China. The company leverages the natural antibacterial properties of bamboo to target health-conscious consumers. Its vertically integrated supply chain, from raw bamboo sourcing to retail distribution, provides a strong cost and sustainability advantage.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 32.2M | 35.1M | 37.8M | 39.3M | 6.8% |
| EPS | 0.02 | 0.02 | 0.02 | 0.01 | — | -1.9% |
| Shares | — | 483.4M | 483.4M | 483.4M | 483.4M | 0.0% |
| Debt | — | 33.3M | 49.9M | 54.9M | 50.6M | 14.9% |
| Equity | — | 54.7M | 59.9M | 58.5M | 61.6M | 4.0% |
| Op CF | — | 8.5M | 8.6M | 13.3M | 13.3M | 16.1% |
| Inv CF | — | -14.2M | -21.4M | -6.2M | -9.1M | — |
| Fin CF | — | 15.5M | 11.5M | -11.7M | -5.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 2260.HK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2260.HK | Vanov Holdings Company Limited(you) | $88M | 57 | HOLD |
| 603091.SS | Zhejiang Zhongxin Environmental Protection Technology Group Co., Ltd. | $1.0B | 61 | HOLD |
| 002521.SZ | Qifeng New Material Co., Ltd. | $567M | 74 | BUY |
| 605007.SS | Wuzhou Special Paper Group Co., Ltd. | $892M | 47 | HOLD |
| 1812.HK | Shandong Chenming Paper Holdings Limited | $255M | 17 | STRONG SELL |
| 000815.SZ | MCC Meili Cloud Computing Industry Investment Co., Ltd | $1.8B | 60 | HOLD |
| 600308.SS | Shandong Huatai Paper Industry Shareholding Co.,Ltd | $715M | 29 | SELL |
| 600433.SS | Guangdong Guanhao High-Tech Co., Ltd. | $856M | 30 | SELL |
| 300703.SZ | Cre8 Direct (NingBo) Co., Ltd. | $375M | 13 | STRONG SELL |
| 605377.SS | Hangzhou Huawang New Material Technology Co.,Ltd. | $691M | 88 | STRONG BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%