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0366.HK$0.81-7.95%
Fair $0.81+0.0%

0366.HK

Luks Group (Vietnam Holdings) Company Limited

Basic Materials / Building MaterialsHKSEHK

$0.81

-0.07 (-7.95%)

Fairly Valued+0.0%Fair Value $0.81Fund rank 38/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9
Declining RevenueLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $99.7M · quality 83.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

41/100

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: 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. Revenue has declined for 3 consecutive years ROE is 0.8%, below the 5% threshold
Thesis & Journal · 0366.HKLocal privado en este navegador · Luks Group (Vietnam 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

$406M

P/E

20.3x

↑

EV/EBITDA

-2.6x

↓

ROE

0.8%

↑

Gross Margin

40.2%

↑

Debt/Equity

0.01

↓
52-Week Range$1
$1$1

TradingView lightweight chart

0366.HK price, volumen y niveles de valoración

Último $0.810Periodo +17.4%
Fair value: $0.810

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

-11.3%

FCF CAGR

-1.6%

FCF margin

21.3%

FCF / Net income

4.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $344.2M · net income $18.1M · FCF $73.4M

2022-FY → 2025-FY

Gross margin

40.2%+13.7% pts

Operating margin

20.3%+7.8% pts

Net margin

5.3%-5.6% pts

FCF margin

21.3%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$344.2M$344.2M$372.7M$427.3M$492.9M
Net Income$18.1M$18.1M$19.1M$-98.2M$53.5M
EBITDA$70.9M$70.9M$90.0M$-8.6M$148.3M
EPS0.040.040.04-0.200.11
Gross Margin40.2%40.2%38.8%32.1%26.6%
Operating Margin20.3%20.3%20.8%15.0%12.5%
Net Margin5.3%5.3%5.1%-23.0%10.9%
Balance Sheet
Debt/Equity0.010.010.010.010.03
Current Ratio5.515.51———
Cash Flow
Free Cash Flow$73.4M$73.4M$99.7M$99.8M$77.2M
Returns
ROE0.8%0.8%0.8%-4.1%2.1%
Valuation
P/E20.2520.2519.47—11.32
EV/EBITDA-2.60-2.60-1.71—1.65
P/B0.180.180.160.200.24
Growth & Yield
Revenue Growth-7.7%-7.7%-12.8%-13.3%—
EPS Growth-5.3%-5.3%119.5%-284.0%—
Dividend Yield4.9%4.9%———

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

25.9%

muy exigente

EPS terminal req.

$0.07

Spread vs growth

-31.2%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$0.09

Spread vs growth

-24.6%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$0.14

Spread vs growth

-19.8%

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 +12.9%

Total return

+12.9%

Start / end P/E

19.7x → 22.5x

EPS bridge

0.04 → 0.04

Residual

-0.7%

EPS growth-5.3%
Multiple rerating+14.0%
Dividend+4.9%
Residual / FX / buybacks / cross-term-0.7%

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.