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0373.HK$2.40+2.13%
Fair $2.40+0.0%

0373.HK

Allied Group Limited

Financial Services / Credit ServicesHKSE

$2.40

+0.05 (+2.13%)

Fairly Valued+0.0%Fair Value $2.40Fund rank 28/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
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 0.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

7/9

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); financial Book/ROE targets are disabled until manually verified. ROE is 4.9%, below the 5% threshold
Thesis & Journal · 0373.HKLocal privado en este navegador · Allied Group 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

$8.4B

P/E

3.8x

↓

EV/EBITDA

N/A

•

ROE

4.9%

↓

Gross Margin

N/A

•

Debt/Equity

0.40

↑
52-Week Range$2
$2$4

TradingView lightweight chart

0373.HK price, volumen y niveles de valoración

Último $2.400Periodo +471.4%
Fair value: $2.400

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

+28.2%

FCF CAGR

-45.0%

FCF margin

13.6%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.09B · net income $2.22B · FCF $2.05B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

14.7%+31.8% pts

FCF margin

13.6%-157.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.09B$15.09B$6.46B$6.43B$7.16B
Net Income$2.22B$2.22B$-776.7M$-125.4M$-1.22B
EPS0.630.63-0.22-0.04-0.35
Net Margin14.7%14.7%-12.0%-2.0%-17.1%
Balance Sheet
Debt/Equity0.400.400.480.570.57
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$2.05B$2.05B$6.79B$942.6M$12.27B
Returns
ROE4.9%4.9%-1.8%-0.3%-2.8%
Valuation
P/E3.813.81———
P/B0.190.190.120.130.15
Growth & Yield
Revenue Growth133.4%133.4%0.6%-10.2%—
EPS Growth386.4%386.4%-450.0%88.6%—
Dividend Yield4.3%4.3%———

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

-30.3%

fácil

EPS terminal req.

$0.21

Spread vs growth

416.7%

5Y implied EPS CAGR

-16.4%

fácil

EPS terminal req.

$0.26

Spread vs growth

402.7%

10Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$0.41

Spread vs growth

390.5%

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 +57.1%

Total return

+57.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.22 → 0.63

Residual

+52.9%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+52.9%

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.