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0229.HK$0.85-1.16%
Fair $0.85+0.0%

0229.HK

Raymond Industrial Limited

Consumer Cyclical / Furnishings, Fixtures & AppliancesHKSE

$0.85

-0.01 (-1.16%)

Fairly Valued+0.0%Fair Value $0.85Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $33.9M · quality 36.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

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: 0unknown: 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.
Thesis & Journal · 0229.HKLocal privado en este navegador · Raymond Industrial 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

$426M

P/E

9.4x

↓

EV/EBITDA

2.3x

↓

ROE

6.9%

↑

Gross Margin

12.9%

↓

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

0229.HK price, volumen y niveles de valoración

Último $0.850Periodo +57.4%
Fair value: $0.850

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

+0.6%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.08B · net income $46.4M · FCF $-15.4M

2022-FY → 2025-FY

Gross margin

12.9%+0.6% pts

Operating margin

2.8%+0.4% pts

Net margin

4.3%+1.4% pts

FCF margin

-1.4%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.08B$1.08B$1.08B$1.36B$1.06B
Net Income$46.4M$46.4M$45.2M$67.9M$30.5M
EBITDA$61.1M$61.1M$55.7M$81.3M$56.9M
EPS9.269.260.090.140.06
Gross Margin12.9%12.9%13.9%13.5%12.2%
Operating Margin2.8%2.8%2.7%4.0%2.4%
Net Margin4.3%4.3%4.2%5.0%2.9%
Balance Sheet
Current Ratio3.013.01———
Cash Flow
Free Cash Flow$-15.4M$-15.4M$33.9M$51.2M$116.8M
Returns
ROE6.9%6.9%6.7%10.1%4.7%
Valuation
P/E9.449.449.875.6912.81
EV/EBITDA2.302.301.740.231.00
P/B0.640.640.660.570.61
Growth & Yield
Revenue Growth0.7%0.7%-21.1%28.2%—
EPS Growth10166.1%10166.1%-33.4%122.3%—
Dividend Yield8.1%8.1%———

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

-79.9%

fácil

EPS terminal req.

$0.08

Spread vs growth

10246.0%

5Y implied EPS CAGR

-60.3%

fácil

EPS terminal req.

$0.09

Spread vs growth

10226.4%

10Y implied EPS CAGR

-33.9%

fácil

EPS terminal req.

$0.15

Spread vs growth

10200.0%

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 +9.3%

Total return

+9.3%

Start / end P/E

9.3x → 0.1x

EPS bridge

0.09 → 9.26

Residual

-10065.9%

EPS growth+10166.1%
Multiple rerating-99.0%
Dividend+8.1%
Residual / FX / buybacks / cross-term-10065.9%

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.