Added to YB: 2025-07-29
Pitch date: 2025-07-25
000423.SZ [neutral]
Dong-E-E-Jiao Co., Ltd.
+0.24%
current return
Author Info
Panda Perspectives helps manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. Sign up for the newsletter.
Company Info
Dong-E-E-Jiao Co., Ltd., together with its subsidiaries, engages in the research, development, production, and sale of donkey-hide gelatin and related products in China and internationally.
Market Cap
N/A
Pitch Price
CNY 49.53
Price Target
N/A
Dividend
5.31%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
3.47
Sector
Pharmaceuticals
Category
growth
Heritage to Hardware: Traditional Chinese Medicine’s Leap into Digital Health - Dong-E-E-Jiao
000423.SZ (quick overview): E-jiao market emperor w/ 64% share, premium TCM positioning (73.6% gross margins). Traditional base expanding to younger demos (+25% annual growth), males (15% new customers). 'Royal Paddock 1619' luxury line 40-60% premium vs traditional products. New formats = 15% revenue (2024E), 78% margins. 85% repeat purchase rate across all segments.
Read full article (5 min)