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v0.1
0131.HK$1.29+0.78%
Fair $1.29+0.0%

0131.HK

Cheuk Nang (Holdings) Limited

Real Estate / Real Estate - DevelopmentHKSE

$1.29

+0.01 (+0.78%)

Fairly Valued+0.0%Fair Value $1.29Fund rank 30/100 · Data gapFallback financials|
SA 39/D
F-Score: 6/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 5.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

39/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 0131.HKLocal privado en este navegador · Cheuk Nang (Holdings) 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

$842M

P/E

5.0x

↓

EV/EBITDA

N/A

•

ROE

2.6%

↓

Gross Margin

56.8%

↑

Debt/Equity

0.20

↓
52-Week Range$1
$1$2

TradingView lightweight chart

0131.HK price, volumen y niveles de valoración

Último $1.290Periodo +100.1%
Fair value: $1.290

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-42.6%

FCF CAGR

-0.7%

FCF margin

109.6%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $188.0M · net income $171.7M · FCF $206.1M

2021-FY → 2024-FY

Gross margin

56.8%-16.8% pts

Operating margin

24.1%-35.4% pts

Net margin

91.3%+76.3% pts

FCF margin

109.6%+88.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$188.0M$188.0M$45.2M$56.7M$994.6M
Net Income$171.7M$171.7M$21.2M$-149.2M$148.7M
EBITDA$-79.1M$-79.1M$108.7M$73.1M$570.4M
EPS0.260.260.03-0.23—
Gross Margin56.8%56.8%61.5%15.4%73.5%
Operating Margin24.1%24.1%-122.9%-103.5%59.5%
Net Margin91.3%91.3%47.0%-262.9%15.0%
Balance Sheet
Debt/Equity0.200.200.160.150.13
Current Ratio3.623.62———
Cash Flow
Free Cash Flow$206.1M$206.1M$-68.6M$-1.61B$210.4M
Returns
ROE2.6%2.6%0.3%-2.2%2.2%
Valuation
P/E4.964.9661.67——
EV/EBITDA——17.6928.851.24
P/B0.130.130.180.220.26
Growth & Yield
Revenue Growth316.4%316.4%-20.4%-94.3%—
EPS Growth766.7%766.7%113.0%——
Dividend Yield3.9%3.9%———

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

-23.9%

fácil

EPS terminal req.

$0.11

Spread vs growth

790.6%

5Y implied EPS CAGR

-11.8%

fácil

EPS terminal req.

$0.14

Spread vs growth

778.5%

10Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$0.22

Spread vs growth

768.2%

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 -5.9%

Total return

-5.9%

Start / end P/E

47.7x → 5.0x

EPS bridge

0.03 → 0.26

Residual

-686.9%

EPS growth+766.7%
Multiple rerating-89.6%
Dividend+3.9%
Residual / FX / buybacks / cross-term-686.9%

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.