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0746.HK$4.49-0.44%
Fair $4.49+0.0%

0746.HK

Lee & Man Chemical Company Limited

Basic Materials / ChemicalsHKSE

$4.49

-0.02 (-0.44%)

Fairly Valued+0.0%Fair Value $4.49Fund rank 33/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9
Declining Revenue

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $282.0M · quality 69.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

58/100

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: 1unknown: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 0746.HKLocal privado en este navegador · Lee & Man Chemical 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

$3.7B

P/E

6.7x

↓

EV/EBITDA

5.4x

↓

ROE

8.8%

↑

Gross Margin

34.5%

↑

Debt/Equity

0.12

↓
52-Week Range$4
$4$6

TradingView lightweight chart

0746.HK price, volumen y niveles de valoración

Último $4.490Periodo +747.2%
Fair value: $4.490

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

-13.8%

FCF CAGR

-20.9%

FCF margin

13.0%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.75B · net income $558.3M · FCF $489.8M

2022-FY → 2025-FY

Gross margin

34.5%-1.7% pts

Operating margin

18.9%-5.7% pts

Net margin

14.9%-4.8% pts

FCF margin

13.0%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.75B$3.75B$3.95B$4.05B$5.87B
Net Income$558.3M$558.3M$482.3M$400.7M$1.16B
EBITDA$813.8M$813.8M$697.2M$597.6M$1.51B
EPS0.670.670.580.481.34
Gross Margin34.5%34.5%29.5%26.2%36.2%
Operating Margin18.9%18.9%14.9%13.3%24.5%
Net Margin14.9%14.9%12.2%9.9%19.7%
Balance Sheet
Debt/Equity0.120.120.110.120.13
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$489.8M$489.8M$282.0M$142.2M$988.5M
Returns
ROE8.8%8.8%8.1%6.9%20.5%
Valuation
P/E6.706.706.416.194.98
EV/EBITDA5.395.395.054.854.02
P/B0.590.590.520.431.02
Growth & Yield
Revenue Growth-5.0%-5.0%-2.5%-31.0%—
EPS Growth13.8%13.8%22.4%-64.4%—
Dividend Yield7.4%7.4%———

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

-15.7%

fácil

EPS terminal req.

$0.40

Spread vs growth

29.6%

5Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$0.48

Spread vs growth

20.1%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$0.78

Spread vs growth

12.3%

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 +33.9%

Total return

+33.9%

Start / end P/E

6.1x → 6.7x

EPS bridge

0.58 → 0.67

Residual

+1.5%

EPS growth+13.8%
Multiple rerating+11.1%
Dividend+7.4%
Residual / FX / buybacks / cross-term+1.5%

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.