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0628.HK$0.48+3.23%
Fair $0.48+0.0%

0628.HK

Tong Tong AI Social Group Limited

Financial Services / Credit ServicesHKSE

$0.48

+0.01 (+3.23%)

Fairly Valued+0.0%Fair Value $0.48Fund rank 26/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9
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 8.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

60/100

B

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: 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 2.7%, below the 5% threshold
Thesis & Journal · 0628.HKLocal privado en este navegador · Tong Tong AI Social 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

$2.5B

P/E

48.0x

↑

EV/EBITDA

N/A

•

ROE

2.7%

↓

Gross Margin

N/A

•

Debt/Equity

0.07

↓
52-Week Range$0
$0$1

TradingView lightweight chart

0628.HK price, volumen y niveles de valoración

Último $0.480Periodo -98.6%
Fair value: $0.480

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

+79.7%

FCF CAGR

—

FCF margin

-33.5%

FCF / Net income

-2.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $436.1M · net income $61.7M · FCF $-146.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

14.2%+21.7% pts

FCF margin

-33.5%-4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$436.1M$436.1M$247.4M$74.7M$75.1M
Net Income$61.7M$61.7M$39.6M$37.0M$-5.6M
EPS0.010.010.010.01-0.00
Net Margin14.2%14.2%16.0%49.5%-7.5%
Balance Sheet
Debt/Equity0.070.070.030.000.24
Current Ratio9.289.28———
Cash Flow
Free Cash Flow$-146.2M$-146.2M$-187.9M$-84.2M$-21.7M
Returns
ROE2.7%2.7%1.7%2.2%-0.3%
Valuation
P/E48.0048.0031.4818.98—
P/B1.091.090.550.420.34
Growth & Yield
Revenue Growth76.3%76.3%231.3%-0.6%—
EPS Growth20.9%20.9%-28.1%752.4%—

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

53.0%

muy exigente

EPS terminal req.

$0.04

Spread vs growth

-32.1%

5Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$0.05

Spread vs growth

-13.2%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$0.08

Spread vs growth

-0.6%

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 +60.0%

Total return

+60.0%

Start / end P/E

30.5x → 40.3x

EPS bridge

0.01 → 0.01

Residual

+6.8%

EPS growth+20.9%
Multiple rerating+32.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.8%

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.