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0984.HK$0.24+0.83%
Fair $0.24+0.0%

0984.HK

AEON Stores (Hong Kong) Co., Limited

Consumer Cyclical / Department StoresHKSE

$0.24

+0.00 (+0.83%)

Fairly Valued+0.0%Fair Value $0.24Fund rank 31/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9
Declining RevenueMargin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $538.3M · quality 69.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

31/100

D

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 0984.HKLocal privado en este navegador · AEON Stores (Hong Kong) Co., 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

$63M

P/E

N/A

•

EV/EBITDA

4.4x

↓

ROE

37.9%

↑

Gross Margin

28.4%

↓

Debt/Equity

-4.16

↓
52-Week Range$0
$0$1

TradingView lightweight chart

0984.HK price, volumen y niveles de valoración

Último $0.242Periodo -91.1%
Fair value: $0.242

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

-6.6%

FCF CAGR

-11.3%

FCF margin

6.9%

FCF / Net income

-1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.80B · net income $-324.4M · FCF $538.3M

2022-FY → 2025-FY

Gross margin

28.4%-1.0% pts

Operating margin

-7.8%-3.3% pts

Net margin

-4.2%-1.9% pts

FCF margin

6.9%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.80B$7.80B$8.10B$8.69B$9.57B
Net Income$-324.4M$-324.4M$-338.1M$-188.7M$-219.9M
EBITDA$733.9M$733.9M$754.2M$918.8M$998.5M
EPS——-1.30-0.73-0.85
Gross Margin28.4%28.4%28.9%29.2%29.5%
Operating Margin-7.8%-7.8%-7.7%-6.1%-4.5%
Net Margin-4.2%-4.2%-4.2%-2.2%-2.3%
Balance Sheet
Debt/Equity-4.16-4.16-6.97-16.23-12705.58
Current Ratio0.500.50———
Cash Flow
Free Cash Flow$538.3M$538.3M$367.3M$833.5M$770.5M
Returns
ROE37.9%37.9%63.8%95.4%80245.3%
Valuation
EV/EBITDA4.394.394.382.832.61
Growth & Yield
Revenue Growth-3.7%-3.7%-6.9%-9.2%—
EPS Growth——-79.2%14.2%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -32.8%

Total return

-32.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.30 → n/d

Residual

-32.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.8%

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.