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0980.HK$0.32+4.92%
Fair $0.32+0.0%

0980.HK

Lianhua Supermarket Holdings Co., Ltd.

Consumer Cyclical / Department StoresHKSE

$0.32

+0.01 (+4.92%)

Fairly Valued+0.0%Fair Value $0.32Fund rank 25/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9
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 18%

FCF escenarios

weak_data · normalized FCF $628.7M · 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 8/100Data 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

27/100

D

Piotroski

2/9

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 1.5%, below the 5% threshold
Thesis & Journal · 0980.HKLocal privado en este navegador · Lianhua Supermarket Holdings Co., Ltd.
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

$473M

P/E

N/A

•

EV/EBITDA

2.2x

↓

ROE

153.8%

↑

Gross Margin

11.8%

↓

Debt/Equity

-26.66

↓
52-Week Range$0
$0$1

TradingView lightweight chart

0980.HK price, volumen y niveles de valoración

Último $0.320Periodo -86.4%
Fair value: $0.320

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

-10.4%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

3.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.75B · net income $-200.3M · FCF $-724.9M

2022-FY → 2025-FY

Gross margin

11.8%-1.9% pts

Operating margin

-10.4%-2.2% pts

Net margin

-1.1%-0.3% pts

FCF margin

-4.1%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.75B$17.75B$19.71B$21.84B$24.68B
Net Income$-200.3M$-200.3M$-358.8M$-791.3M$-206.5M
EBITDA$1.09B$1.09B$1.23B$980.0M$1.65B
EPS-0.14-0.140.32-0.71-0.18
Gross Margin11.8%11.8%12.0%12.7%13.7%
Operating Margin-10.4%-10.4%-11.6%-10.2%-8.3%
Net Margin-1.1%-1.1%-1.8%-3.6%-0.8%
Balance Sheet
Debt/Equity-26.66-26.66-15.1071.246.95
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$-724.9M$-724.9M$1.12B$628.7M$1.49B
Returns
ROE153.8%153.8%125.2%-1097.1%-23.9%
Valuation
P/E——1.14——
EV/EBITDA2.172.172.553.151.99
P/B———5.430.56
Growth & Yield
Revenue Growth-9.9%-9.9%-9.7%-11.5%—
EPS Growth-143.8%-143.8%145.1%-294.4%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -13.5%

Total return

-13.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.32 → -0.14

Residual

-13.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.5%

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.