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0711.HK$0.43-1.14%
Fair $0.43+0.0%

0711.HK

Asia Allied Infrastructure Holdings Limited

Industrials / Engineering & ConstructionHKSE

$0.43

-0.00 (-1.14%)

Fairly Valued+0.0%Fair Value $0.43Fund rank 20/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9
Low 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $51.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

31/100

D

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: 1unknown: 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. ROE is -12.3%, below the 5% threshold
Thesis & Journal · 0711.HKLocal privado en este navegador · Asia Allied Infrastructure Holdings 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

$804M

P/E

14.5x

↓

EV/EBITDA

85.4x

↑

ROE

-12.3%

↓

Gross Margin

4.4%

↓

Debt/Equity

1.50

↑
52-Week Range$0
$0$1

TradingView lightweight chart

0711.HK price, volumen y niveles de valoración

Último $0.435Periodo -18.2%
Fair value: $0.435

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

+5.5%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

-0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.06B · net income $-274.0M · FCF $248.9M

2022-FY → 2025-FY

Gross margin

4.4%-1.5% pts

Operating margin

-0.4%+0.1% pts

Net margin

-3.0%-4.6% pts

FCF margin

2.7%+4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.06B$9.06B$8.78B$8.18B$7.72B
Net Income$-274.0M$-274.0M$72.1M$105.1M$122.0M
EBITDA$34.2M$34.2M$350.7M$327.3M$279.8M
EPS-0.15-0.150.040.060.07
Gross Margin4.4%4.4%6.6%6.3%5.8%
Operating Margin-0.4%-0.4%2.0%1.1%-0.6%
Net Margin-3.0%-3.0%0.8%1.3%1.6%
Balance Sheet
Debt/Equity1.501.501.301.161.32
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$248.9M$248.9M$-632.7M$51.8M$-157.7M
Returns
ROE-12.3%-12.3%2.9%4.3%5.1%
Valuation
P/E14.5014.5011.888.848.70
EV/EBITDA85.3985.398.757.129.82
P/B0.350.350.350.380.45
Growth & Yield
Revenue Growth3.1%3.1%7.4%5.9%—
EPS Growth-478.0%-478.0%-31.3%-13.3%—
Dividend Yield1.9%1.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +1.9%

Total return

+1.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -0.15

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+0.0%

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.