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0909.HK$1.97+0.00%
Fair $1.97+0.0%

0909.HK

Ming Yuan Cloud Group Holdings Limited

Technology / Software - ApplicationHKSE

$1.97

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.97Fund rank 28/100 · Data gapFallback financials|
SA 30/D
F-Score: 6/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $-77.6M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

30/100

D

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: 2unknown: 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 3 consecutive years ROE is 0.7%, below the 5% threshold
Thesis & Journal · 0909.HKLocal privado en este navegador · Ming Yuan Cloud Group 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

$3.7B

P/E

98.5x

↑

EV/EBITDA

23.6x

↑

ROE

0.7%

↓

Gross Margin

78.4%

↑

Debt/Equity

0.04

↓
52-Week Range$2
$2$5

TradingView lightweight chart

0909.HK price, volumen y niveles de valoración

Último $1.970Periodo -93.6%
Fair value: $1.970

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

-10.9%

FCF CAGR

—

FCF margin

6.1%

FCF / Net income

2.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.28B · net income $30.6M · FCF $78.5M

2022-FY → 2025-FY

Gross margin

78.4%-3.1% pts

Operating margin

-5.9%+48.7% pts

Net margin

2.4%+65.9% pts

FCF margin

6.1%+41.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.28B$1.28B$1.43B$1.64B$1.82B
Net Income$30.6M$30.6M$-189.5M$-585.6M$-1.15B
EBITDA$90.1M$90.1M$-110.6M$-485.4M$-1.04B
EPS0.020.02-0.10-0.32-0.62
Gross Margin78.4%78.4%76.9%79.5%81.4%
Operating Margin-5.9%-5.9%-22.7%-45.9%-54.6%
Net Margin2.4%2.4%-13.2%-35.7%-63.5%
Balance Sheet
Debt/Equity0.040.040.020.030.04
Current Ratio4.884.88———
Cash Flow
Free Cash Flow$78.5M$78.5M$-77.6M$-147.4M$-635.0M
Returns
ROE0.7%0.7%-4.0%-11.9%-22.6%
Valuation
P/E98.5098.50———
EV/EBITDA23.6423.64———
P/B0.840.840.970.983.14
Growth & Yield
Revenue Growth-10.5%-10.5%-12.5%-9.7%—
EPS Growth120.0%120.0%68.8%48.4%—

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

106.0%

muy exigente

EPS terminal req.

$0.17

Spread vs growth

14.0%

5Y implied EPS CAGR

60.3%

muy exigente

EPS terminal req.

$0.21

Spread vs growth

59.7%

10Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$0.34

Spread vs growth

87.2%

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 -25.7%

Total return

-25.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → 0.02

Residual

-25.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-25.7%

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.