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v0.1
0588.HK$0.80-1.23%
Fair $0.80+0.0%

0588.HK

Beijing North Star Company Limited

Real Estate / Real Estate - DevelopmentHKSE

$0.80

-0.01 (-1.23%)

Fairly Valued+0.0%Fair Value $0.80Fund rank 22/100 · Data gapFallback financials|
SA 17/F
F-Score: 3/9
High DebtDeclining RevenueLow 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 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

17/100

F

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: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 3.72, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -44.6%, below the 5% threshold
Thesis & Journal · 0588.HKLocal privado en este navegador · Beijing North Star 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

$2.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-44.6%

↓

Gross Margin

32.7%

↓

Debt/Equity

3.72

↑
52-Week Range$1
$1$1

TradingView lightweight chart

0588.HK price, volumen y niveles de valoración

Último $0.800Periodo +5.3%
Fair value: $0.800

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

-22.4%

FCF CAGR

-34.3%

FCF margin

17.6%

FCF / Net income

-0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.06B · net income $-2.99B · FCF $1.06B

2022-FY → 2025-FY

Gross margin

32.7%+12.2% pts

Operating margin

3.4%-0.6% pts

Net margin

-49.3%-37.2% pts

FCF margin

17.6%-11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.06B$6.06B$7.15B$15.75B$12.99B
Net Income$-2.99B$-2.99B$-2.83B$68.1M$-1.58B
EBITDA$-1.81B$-1.81B$-1.93B$1.51B$-333.6M
EPS-0.89-0.89-0.840.02-0.48
Gross Margin32.7%32.7%26.1%27.4%20.5%
Operating Margin3.4%3.4%3.7%12.8%4.0%
Net Margin-49.3%-49.3%-39.5%0.4%-12.1%
Balance Sheet
Debt/Equity3.723.722.311.812.08
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$1.06B$1.06B$832.3M$1.18B$3.75B
Returns
ROE-44.6%-44.6%-29.2%0.5%-12.3%
Valuation
P/E———35.50—
EV/EBITDA———10.79—
P/B0.400.400.260.190.24
Growth & Yield
Revenue Growth-15.3%-15.3%-54.6%21.3%—
EPS Growth-6.0%-6.0%-4300.0%104.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +12.7%

Total return

+12.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.84 → -0.89

Residual

+12.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.7%

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.