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1065.HK$4.03+1.25%
Fair $4.03+0.0%

1065.HK

Tianjin Capital Environmental Protection Group Company Limited

Industrials / Waste ManagementHKSE

$4.03

+0.05 (+1.25%)

Fairly Valued+0.0%Fair Value $4.03Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 $695.6M · quality 40.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

47/100

C

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: 0unknown: 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.
Thesis & Journal · 1065.HKLocal privado en este navegador · Tianjin Capital Environmental Protection Group Company 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

$6.3B

P/E

6.2x

↓

EV/EBITDA

5.4x

↓

ROE

8.4%

↑

Gross Margin

38.3%

↑

Debt/Equity

1.00

↑
52-Week Range$4
$3$10

TradingView lightweight chart

1065.HK price, volumen y niveles de valoración

Último $4.050Periodo +610.5%
Fair value: $4.030

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

+1.7%

FCF CAGR

+113.1%

FCF margin

49.9%

FCF / Net income

2.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.76B · net income $862.4M · FCF $2.37B

2022-FY → 2025-FY

Gross margin

38.3%+4.3% pts

Operating margin

32.0%+2.8% pts

Net margin

18.1%+1.5% pts

FCF margin

49.9%+44.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.76B$4.76B$4.83B$4.67B$4.52B
Net Income$862.4M$862.4M$807.2M$865.2M$751.3M
EBITDA$2.22B$2.22B$2.19B$2.16B$1.97B
EPS0.550.550.510.550.51
Gross Margin38.3%38.3%39.8%39.0%34.0%
Operating Margin32.0%32.0%33.7%33.6%29.1%
Net Margin18.1%18.1%16.7%18.5%16.6%
Balance Sheet
Debt/Equity1.001.001.041.091.09
Current Ratio2.682.68———
Cash Flow
Free Cash Flow$2.37B$2.37B$695.6M$-674.3M$245.2M
Returns
ROE8.4%8.4%8.3%9.5%8.9%
Valuation
P/E6.206.206.204.896.49
EV/EBITDA5.365.365.625.345.52
P/B0.620.620.520.460.58
Growth & Yield
Revenue Growth-1.4%-1.4%3.5%3.2%—
EPS Growth7.8%7.8%-7.3%7.8%—
Dividend Yield5.9%5.9%———

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

-13.4%

fácil

EPS terminal req.

$0.36

Spread vs growth

21.2%

5Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$0.43

Spread vs growth

12.5%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$0.70

Spread vs growth

5.4%

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 +22.6%

Total return

+22.6%

Start / end P/E

6.8x → 7.4x

EPS bridge

0.51 → 0.55

Residual

+0.6%

EPS growth+7.8%
Multiple rerating+8.2%
Dividend+5.9%
Residual / FX / buybacks / cross-term+0.6%

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.