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0200.HK$3.93+2.39%
Fair $3.93+0.0%

0200.HK

Melco International Development Limited

Consumer Cyclical / Resorts & CasinosHKSE

$3.93

+0.09 (+2.39%)

Fairly Valued+0.0%Fair Value $3.93Fund rank 21/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9
High Debt

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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 30.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

32/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 31.21, above the 2.0 threshold
Thesis & Journal · 0200.HKLocal privado en este navegador · Melco International Development 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

$8.9B

P/E

8.2x

↓

EV/EBITDA

6.1x

↓

ROE

55.6%

↑

Gross Margin

39.4%

↑

Debt/Equity

31.21

↑
52-Week Range$4
$3$6

TradingView lightweight chart

0200.HK price, volumen y niveles de valoración

Último $3.850Periodo +180.0%
Fair value: $3.930

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

—

FCF CAGR

—

FCF margin

18.8%

FCF / Net income

7.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.24B · net income $1.06B · FCF $7.58B

2022-FY → 2025-FY

Gross margin

39.4%— pts

Operating margin

13.1%— pts

Net margin

2.6%— pts

FCF margin

18.8%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.24B$40.24B———
Net Income$1.06B$1.06B$-784.6M$-1.74B$-5.11B
EBITDA$9.84B$9.84B$6.91B$5.19B$-2.30B
EPS0.480.48-0.39-0.87-2.54
Gross Margin39.4%39.4%———
Operating Margin13.1%13.1%———
Net Margin2.6%2.6%———
Balance Sheet
Debt/Equity31.2131.211374.0999.0641.63
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$7.58B$7.58B$6.37B$6.63B$-6.34B
Returns
ROE55.6%55.6%-1708.3%-262.2%-285.4%
Valuation
P/E8.198.19———
EV/EBITDA6.086.089.1312.71—
P/B4.474.47194.5016.2710.24
Growth & Yield
EPS Growth223.5%223.5%55.2%65.9%—

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

-10.1%

fácil

EPS terminal req.

$0.35

Spread vs growth

233.6%

5Y implied EPS CAGR

-2.5%

fácil

EPS terminal req.

$0.42

Spread vs growth

226.0%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$0.68

Spread vs growth

219.9%

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 +12.2%

Total return

+12.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.39 → 0.48

Residual

+12.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.