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Chinese biotech skincare company specializing in recombinant collagen skincare and medical dressing products, under the Kefumei brand.
Chinese biotech skincare company specializing in recombinant collagen skincare and medical dressing products, under the Kefumei brand.
Sells mostly through online storefronts, driven by heavy spending on livestream and social-media marketing, with the Kefumei brand carrying most revenue and the products positioned as medical-grade rather than ordinary cosmetics. Founder Fan Daidi, a university professor, leads the company.
In one line: A Chinese bio-skincare innovator.
Moat: narrow (IP / patents, brand). Proprietary recombinant collagen technology and patents differentiate it from conventional skincare brands.
Headquarters: Jinan, Shandong, China · Founded: 2000 · Employees: 2,201
Size Giant Biogene (2367.HK) is a Hong Kong Consumer Staples company (Household/Personal Care) with a market value of $2.76B, the 360th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$20.66 on 6 Nov 2026.
Performance Over six months the shares fell 34.1%, against -3.3% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue fell 9.7% over the last twelve months (peer median +3.5%); the operating margin is 31.7% (peer median 10.1%).
Valuation It trades at 9.7× forward earnings against a peer median of 20.4× (2nd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +35%, so the hurdle is -43 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 58.7 points above its cost of capital (9.4% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$5.96B | HK$5.98B | HK$6.01B | HK$3.89B | HK$2.75B |
| Revenue growth | — | 0% | +54% | +42% | — |
| Gross profit | HK$4.71B | HK$4.81B | HK$4.93B | HK$3.26B | HK$2.32B |
| EBITDA | HK$1.99B | HK$2.39B | HK$2.53B | HK$1.82B | HK$1.35B |
| Net income | HK$1.87B | HK$2.08B | HK$2.24B | HK$1.60B | HK$1.17B |
| Free cash flow | HK$2.05B | HK$1.65B | HK$2.07B | HK$1.62B | HK$921M |
| Capital expenditure | HK$293M | HK$480M | HK$268M | HK$252M | HK$178M |
| Total debt | n/a | HK$10.8M | HK$7.14M | HK$3.00M | HK$2.90M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Giant Biogene 2367.HK | $2.76B | -34% | -10% | 32% | 9.7× | -8.0% |
| Mao Geping Cosmetics 1318.HK | $4.92B | -28% | +32% | 31% | 15.0× | 4.7% |
| Bloomage Biotechnology 688363.SS | $2.49B | -16% | -22% | 5% | 55.6× | 20.8% |
| Proya Cosmetics 603605.SS | $2.97B | -19% | +2% | 13% | 11.1× | -4.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 2367.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.2% | +2.8% | 5th lowest of 21 |
| 6-month return | -34.1% | -3.3% | lowest of 21 |
| Distance from 52-week high | -50.0% | -24.1% | lowest of 21 |
| Revenue growth (TTM) | -9.7% | +3.5% | lowest of 21 |
| Operating margin | 31.7% | 10.1% | highest of 21 |
| Forward P/E | 9.7× | 20.4× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -8.0% | 4.5% | 2nd least demanding of 18 |
| Growth delivered (Del g) | +34.9% | +5.6% | highest of 18 |
| Hurdle (Req g minus delivered) | -42.9 pp | -2.4 pp | least demanding of 18 |
| ROIC minus cost of capital | +58.7 pp | +4.7 pp | 3rd highest of 21 |
| EV / EBITDA | 6.6× | 11.9× | 2nd cheapest of 15 |
| Net debt / EBITDA | -4.3× | -0.5× | 2nd least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Giant Biogene 2367.HK | Hong Kong | $2.76B | -34% | -10% | 32% | 9.7× | -8.0% | +34.9% |
| Winner Medical 300888.SZ | China | $2.69B | -2% | +4% | 11% | 20.9× | -4.3% | -2.6% |
| Proya Cosmetics 603605.SS | China | $2.97B | -19% | +2% | 13% | 11.1× | -4.8% | +23.1% |
| Gillette India GILLETTE.NS | India | $2.56B | -7% | +8% | 28% | 33.0× | 16.0% | +13.0% |
| LG H&h 051900.KS | South Korea | $2.56B | -8% | -3% | 3% | 18.5× | -0.1% | -4.1% |
| Procter & Gamble Hygiene & Health Care PGHH.NS | India | $2.40B | -29% | -2% | 24% | 27.3× | 15.4% | +7.4% |
| Lion 4912.T | Japan | $3.19B | +21% | +6% | 8% | 19.9× | -2.4% | +3.5% |
| Hengan Int'l 1044.HK | Hong Kong | $3.28B | -16% | +2% | 11% | 9.1× | -8.8% | -0.1% |
| Kobayashi Pharmaceutical 4967.T | Japan | $3.29B | +20% | +4% | 6% | 50.2× | 17.6% | +1.9% |
| Softcare 2698.HK | Hong Kong | $2.20B | -5% | +25% | 25% | 14.4× | 8.7% | +20.9% |
| KOSE 4922.T | Japan | $2.16B | +7% | +3% | 4% | 27.2× | n/a | n/a |
| Coty COTY | United States | $3.57B | +64% | -1% | 5% | 13.3× | 11.3% | +4.6% |
| Cosmax 192820.KS | South Korea | $2.13B | +21% | +16% | 8% | 16.6× | n/a | n/a |
| Interparfums ITP.PA | France | $3.65B | +72% | -4% | 18% | 27.5× | 15.9% | +19.6% |
| Pola Orbis 4927.T | Japan | $1.96B | +8% | +1% | 10% | 28.8× | -3.1% | -0.7% |
| Rohto Pharmaceutical 4527.T | Japan | $3.97B | +17% | +10% | 12% | 16.7× | -2.1% | +13.7% |
| Kolmar Korea 161890.KS | South Korea | $1.89B | +23% | +13% | 10% | 13.0× | -0.9% | +15.5% |
| Blue Moon 6993.HK | Hong Kong | $1.88B | -15% | -2% | -2% | 93.6× | n/a | n/a |
| Yunnan Botanee Bio-Technology 300957.SZ | China | $1.84B | -28% | +7% | 9% | 21.2× | 4.5% | +15.3% |
| Emami EMAMILTD.NS | India | $1.80B | -15% | +3% | 20% | 21.4× | 21.7% | +5.6% |
| Shanghai Jahwa United 600315.SS | China | $1.74B | -13% | +9% | 2% | 18.1× | 17.1% | -2.1% |