Company Deep Dive
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605009.SS
SELLREMOVEGet insider-trade alertsHangzhou Haoyue Personal Care Co., Ltd · Consumer Defensive · China · $712M · Avg Vol: $6M/d
Hangzhou Haoyue Personal Care manufactures hygiene products like diapers and sanitary napkins. This is a low-margin, highly competitive consumer defensive business with zero exposure to our high-conviction macro themes and limited pricing power to offset rising raw material costs.
COMPANY DESCRIPTION
Hangzhou Haoyue Personal Care is a leading ODM manufacturer of personal hygiene products, including baby diapers, adult incontinence products, and feminine care items. The company serves major global and domestic brands, leveraging its advanced automated production lines, strong R&D in absorbent materials, and scale-driven cost advantages. It is well-positioned to benefit from aging demographics and rising premiumization in personal care markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 412.7M | 406.0M | 431.4M | 553.2M | 10.3% |
| EPS | 0.28 | 0.30 | 0.27 | 0.16 | -17.5% |
| Shares | 217.3M | 217.3M | 217.3M | 215.1M | -1.0% |
| Debt | 1.0M | 54.1M | 55.4M | 46.3M | 261.3% |
| Equity | 443.9M | 473.9M | 486.2M | 503.0M | 4.3% |
| Op CF | 87.3M | 115.5M | 86.1M | 35.0M | -26.3% |
| Inv CF | 39.6M | -53.0M | -172.6M | -146.9M | — |
| Fin CF | -52.2M | 1.5M | -48.2M | -29.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 605009.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605009.SS | Hangzhou Haoyue Personal Care Co., Ltd(you) | $712M | 33 | SELL |
| 001328.SZ | Dencare (Chongqing) Oral Care Co., Ltd. | $636M | 33 | SELL |
| 002919.SZ | Mingchen Health Co.,Ltd. | $740M | 25 | SELL |
| 000523.SZ | Hongmian Zhihui Science and Technology Innovation Co.,Ltd.Guangzhou | $695M | 20 | STRONG SELL |
| 003006.SZ | Chongqing Baiya Sanitary Products Co., Ltd. | $874M | 44 | HOLD |
| 603193.SS | Runben Biotechnology Co., Ltd. | $1.1B | 43 | HOLD |
| 600315.SS | Shanghai Jahwa United Co., Ltd. | $1.6B | 30 | SELL |
| 6090.HK | Butong Group | $332M | 41 | HOLD |
| 603630.SS | Lafang China Co.,Ltd | $413M | 15 | STRONG SELL |
| 603983.SS | Guangdong Marubi Biotechnology Co., Ltd. | $1.4B | 17 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 19.5x · Gross margin 33.4%