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0433.HK$0.07-2.63%
Fair $0.07+0.0%

0433.HK

North Mining Shares Company Limited

Basic Materials / ChemicalsHKSE

$0.07

-0.00 (-2.63%)

Fairly Valued+0.0%Fair Value $0.07Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $73.6M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

56/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 0433.HKLocal privado en este navegador · North Mining Shares 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

$1.1B

P/E

3.7x

↓

EV/EBITDA

1.5x

↓

ROE

69.6%

↑

Gross Margin

46.8%

↑

Debt/Equity

0.10

↓
52-Week Range$0
$0$0

TradingView lightweight chart

0433.HK price, volumen y niveles de valoración

Último $0.074Periodo -99.5%
Fair value: $0.074

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

-3.7%

FCF CAGR

—

FCF margin

9.7%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $228.6M · FCF $111.7M

2022-FY → 2025-FY

Gross margin

46.8%+32.3% pts

Operating margin

40.0%+40.9% pts

Net margin

19.8%+32.3% pts

FCF margin

9.7%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$116.4M$1.53B$1.30B
Net Income$228.6M$228.6M$-68.5M$-1.63B$-162.6M
EBITDA$646.1M$646.1M$-288.6M$-1.56B$-38.1M
EPS0.020.02-0.01-0.10-0.14
Gross Margin46.8%46.8%47.0%6.0%14.4%
Operating Margin40.0%40.0%-33.4%-13.1%-0.8%
Net Margin19.8%19.8%-58.8%-106.4%-12.6%
Balance Sheet
Debt/Equity0.100.1010.02-17.62-1.32
Current Ratio0.170.17———
Cash Flow
Free Cash Flow$111.7M$111.7M$73.6M$-39.1M$-7.4M
Returns
ROE69.6%69.6%-158.2%4084.2%12.3%
Valuation
P/E3.703.70———
EV/EBITDA1.531.53———
P/B3.033.036.07——
Growth & Yield
Revenue Growth892.8%892.8%-92.4%18.4%—
EPS Growth409.1%409.1%94.6%27.2%—

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

-27.2%

fácil

EPS terminal req.

$0.01

Spread vs growth

436.3%

5Y implied EPS CAGR

-14.1%

fácil

EPS terminal req.

$0.01

Spread vs growth

423.2%

10Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$0.01

Spread vs growth

411.9%

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 +111.4%

Total return

+111.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.01 → 0.02

Residual

+111.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+111.4%

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.