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0144.HK$15.78-0.25%
Fair $15.78+0.0%

0144.HK

China Merchants Port Holdings Company Limited

Industrials / Marine ShippingHKSE

$15.78

-0.04 (-0.25%)

Fairly Valued+0.0%Fair Value $15.78Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.3B · quality 80.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

48/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 0144.HKLocal privado en este navegador · China Merchants Port Holdings 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

$66.2B

P/E

10.2x

↓

EV/EBITDA

7.1x

↓

ROE

5.9%

↓

Gross Margin

48.7%

↑

Debt/Equity

0.33

↑
52-Week Range$16
$14$18

TradingView lightweight chart

0144.HK price, volumen y niveles de valoración

Último $15.78Periodo +142.8%
Fair value: $15.78

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

+2.1%

FCF CAGR

+5.8%

FCF margin

64.4%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.35B · net income $6.50B · FCF $8.60B

2022-FY → 2025-FY

Gross margin

48.7%+4.3% pts

Operating margin

38.0%+6.5% pts

Net margin

48.7%-15.1% pts

FCF margin

64.4%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.35B$13.35B$11.84B$11.48B$12.54B
Net Income$6.50B$6.50B$7.98B$6.42B$8.01B
EBITDA$12.87B$12.87B$14.14B$12.54B$14.31B
EPS1.541.541.891.531.87
Gross Margin48.7%48.7%46.4%44.9%44.4%
Operating Margin38.0%38.0%38.7%34.1%31.6%
Net Margin48.7%48.7%67.4%55.9%63.9%
Balance Sheet
Debt/Equity0.330.330.330.360.34
Current Ratio0.720.72———
Cash Flow
Free Cash Flow$8.60B$8.60B$7.35B$5.93B$7.27B
Returns
ROE5.9%5.9%7.6%6.2%7.8%
Valuation
P/E10.2510.257.126.936.25
EV/EBITDA7.067.065.625.455.20
P/B0.600.600.530.420.47
Growth & Yield
Revenue Growth12.8%12.8%3.1%-8.5%—
EPS Growth-18.5%-18.5%23.1%-18.0%—
Dividend Yield4.7%4.7%———

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

-3.1%

fácil

EPS terminal req.

$1.40

Spread vs growth

-15.4%

5Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$1.69

Spread vs growth

-20.4%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$2.73

Spread vs growth

-24.4%

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 +13.5%

Total return

+13.5%

Start / end P/E

7.7x → 10.3x

EPS bridge

1.89 → 1.54

Residual

-6.2%

EPS growth-18.5%
Multiple rerating+33.5%
Dividend+4.7%
Residual / FX / buybacks / cross-term-6.2%

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.