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0071.HK$10.59-0.66%
Fair $10.59+0.0%

0071.HK

Miramar Hotel and Investment Company, Limited

Consumer Cyclical / Travel ServicesHKSE

$10.59

-0.07 (-0.66%)

Fairly Valued+0.0%Fair Value $10.59Fund rank 33/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9
Margin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $207.6M · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · 0071.HKLocal privado en este navegador · Miramar Hotel and Investment Company, Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$7.3B

P/E

10.8x

↓

EV/EBITDA

1.1x

↓

ROE

3.2%

↓

Gross Margin

33.7%

↑

Debt/Equity

0.00

↓
52-Week Range$11
$9$11

TradingView lightweight chart

0071.HK price, volumen y niveles de valoración

Último $10.59Periodo +29.1%
Fair value: $10.59

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+23.1%

FCF CAGR

-3.6%

FCF margin

7.2%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.58B · net income $677.5M · FCF $185.9M

2022-FY → 2025-FY

Gross margin

33.7%-15.4% pts

Operating margin

20.4%-12.7% pts

Net margin

26.2%-8.5% pts

FCF margin

7.2%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.58B$2.58B$2.86B$2.55B$1.38B
Net Income$677.5M$677.5M$746.6M$977.1M$480.1M
EBITDA$889.0M$889.0M$1.00B$1.20B$640.1M
EPS0.980.981.081.410.69
Gross Margin33.7%33.7%34.9%37.9%49.1%
Operating Margin20.4%20.4%23.0%26.3%33.1%
Net Margin26.2%26.2%26.1%38.3%34.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio10.3110.31———
Cash Flow
Free Cash Flow$185.9M$185.9M$207.6M$616.9M$207.7M
Returns
ROE3.2%3.2%3.6%4.8%2.4%
Valuation
P/E10.8110.818.407.6617.91
EV/EBITDA1.121.120.371.645.18
P/B0.340.340.300.360.43
Growth & Yield
Revenue Growth-9.7%-9.7%12.0%84.7%—
EPS Growth-9.3%-9.3%-23.4%104.3%—
Dividend Yield5.0%5.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$0.94

Spread vs growth

-7.9%

5Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$1.14

Spread vs growth

-12.3%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$1.83

Spread vs growth

-15.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +14.1%

Total return

+14.1%

Start / end P/E

9.0x → 10.8x

EPS bridge

1.08 → 0.98

Residual

-1.9%

EPS growth-9.3%
Multiple rerating+20.3%
Dividend+5.0%
Residual / FX / buybacks / cross-term-1.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.