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0830.HK$0.81-1.22%
Fair $0.81+0.0%

0830.HK

China State Construction Development Holdings Limited

Industrials / Engineering & ConstructionHKSE

$0.81

-0.01 (-1.22%)

Fairly Valued+0.0%Fair Value $0.81Fund rank 24/100 · Data gapFallback financials|
SA 32/D
F-Score: 1/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $134.9M · quality 37.3/100

Data gap 24/100
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

32/100

D

Piotroski

1/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 0830.HKLocal privado en este navegador · China State Construction Development 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

$1.8B

P/E

7.4x

↓

EV/EBITDA

5.0x

↓

ROE

8.4%

↑

Gross Margin

7.6%

↓

Debt/Equity

0.75

↑
52-Week Range$1
$1$2

TradingView lightweight chart

0830.HK price, volumen y niveles de valoración

Último $0.810Periodo -37.2%
Fair value: $0.810

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

-8.0%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.98B · net income $237.3M · FCF $-300.1M

2022-FY → 2025-FY

Gross margin

7.6%-3.2% pts

Operating margin

3.5%-3.8% pts

Net margin

4.0%-1.5% pts

FCF margin

-5.0%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.98B$5.98B$8.10B$8.67B$7.67B
Net Income$237.3M$237.3M$650.3M$580.4M$421.9M
EBITDA$514.4M$514.4M$980.0M$889.4M$586.5M
EPS0.110.110.290.260.19
Gross Margin7.6%7.6%11.9%11.2%10.8%
Operating Margin3.5%3.5%9.4%9.1%7.3%
Net Margin4.0%4.0%8.0%6.7%5.5%
Balance Sheet
Debt/Equity0.750.750.630.520.66
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$-300.1M$-300.1M$134.9M$172.7M$155.2M
Returns
ROE8.4%8.4%24.3%24.2%20.2%
Valuation
P/E7.367.366.318.949.42
EV/EBITDA5.025.024.916.437.45
P/B0.640.641.532.161.90
Growth & Yield
Revenue Growth-26.2%-26.2%-6.5%13.0%—
EPS Growth-63.5%-63.5%12.0%34.6%—
Dividend Yield7.3%7.3%———

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

-11.9%

fácil

EPS terminal req.

$0.07

Spread vs growth

-51.6%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$0.09

Spread vs growth

-59.8%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$0.14

Spread vs growth

-66.4%

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 -39.0%

Total return

-39.0%

Start / end P/E

5.2x → 7.7x

EPS bridge

0.29 → 0.11

Residual

-29.9%

EPS growth-63.5%
Multiple rerating+47.0%
Dividend+7.3%
Residual / FX / buybacks / cross-term-29.9%

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.