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v0.1
0882.HK$2.22-1.77%
Fair $2.22+0.0%

0882.HK

Tianjin Development Holdings Limited

Industrials / ConglomeratesHKSE

$2.22

-0.04 (-1.77%)

Fairly Valued+0.0%Fair Value $2.22Fund rank 25/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9
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 18%

FCF escenarios

weak_data · normalized FCF $-455.8M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

46/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 0882.HKLocal privado en este navegador · Tianjin 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

$2.4B

P/E

5.5x

↓

EV/EBITDA

1.4x

↓

ROE

3.3%

↓

Gross Margin

33.5%

↑

Debt/Equity

0.15

↓
52-Week Range$2
$2$3

TradingView lightweight chart

0882.HK price, volumen y niveles de valoración

Último $2.220Periodo -45.9%
Fair value: $2.220

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

-4.8%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.20B · net income $427.9M · FCF $-32.6M

2022-FY → 2025-FY

Gross margin

33.5%+6.3% pts

Operating margin

-2.5%-2.7% pts

Net margin

13.4%+3.7% pts

FCF margin

-1.0%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.20B$3.20B$3.36B$3.34B$3.71B
Net Income$427.9M$427.9M$548.1M$635.6M$358.2M
EBITDA$1.13B$1.13B$1.19B$1.39B$829.8M
EPS0.400.400.510.590.33
Gross Margin33.5%33.5%32.7%34.0%27.3%
Operating Margin-2.5%-2.5%-2.9%3.2%0.2%
Net Margin13.4%13.4%16.3%19.0%9.7%
Balance Sheet
Debt/Equity0.150.150.160.150.13
Current Ratio2.992.99———
Cash Flow
Free Cash Flow$-32.6M$-32.6M$-915.2M$-455.8M$44.9M
Returns
ROE3.3%3.3%4.4%5.1%3.0%
Valuation
P/E5.555.553.882.464.82
EV/EBITDA1.391.390.51-0.77-0.42
P/B0.180.180.170.120.14
Growth & Yield
Revenue Growth-4.9%-4.9%0.6%-9.9%—
EPS Growth-21.9%-21.9%-13.8%77.5%—
Dividend Yield6.2%6.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-21.0%

fácil

EPS terminal req.

$0.20

Spread vs growth

-1.0%

5Y implied EPS CAGR

-9.8%

fácil

EPS terminal req.

$0.24

Spread vs growth

-12.1%

10Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$0.38

Spread vs growth

-21.5%

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 +18.3%

Total return

+18.3%

Start / end P/E

3.9x → 5.6x

EPS bridge

0.51 → 0.40

Residual

-9.6%

EPS growth-21.9%
Multiple rerating+43.6%
Dividend+6.2%
Residual / FX / buybacks / cross-term-9.6%

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.