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1108.HK$3.10+1.31%
Fair $3.10+0.0%

1108.HK

Triumph New Energy Company Limited

Basic Materials / Building MaterialsHKSE

$3.10

+0.04 (+1.31%)

Fairly Valued+0.0%Fair Value $3.10Fund rank 21/100 · Data gapFallback financials|
SA 4/F
F-Score: 1/9
High DebtDeclining 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 16%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 47.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

4/100

F

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 2.06, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -29.5%, below the 5% threshold
Thesis & Journal · 1108.HKLocal privado en este navegador · Triumph New Energy 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

$2.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-29.5%

↓

Gross Margin

-12.3%

↓

Debt/Equity

2.06

↑
52-Week Range$3
$3$6

TradingView lightweight chart

1108.HK price, volumen y niveles de valoración

Último $3.100Periodo +612.6%
Fair value: $3.100

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

-13.6%

FCF CAGR

—

FCF margin

-36.0%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.24B · net income $-914.3M · FCF $-1.17B

2022-FY → 2025-FY

Gross margin

-12.3%-24.1% pts

Operating margin

-17.9%-25.9% pts

Net margin

-28.2%-36.3% pts

FCF margin

-36.0%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.24B$3.24B$4.59B$6.60B$5.03B
Net Income$-914.3M$-914.3M$-609.9M$394.7M$409.0M
EBITDA$-443.2M$-443.2M$-303.9M$934.1M$828.9M
EPS-1.42-1.42-0.940.610.63
Gross Margin-12.3%-12.3%-4.4%11.6%11.9%
Operating Margin-17.9%-17.9%-11.4%8.1%7.9%
Net Margin-28.2%-28.2%-13.3%6.0%8.1%
Balance Sheet
Debt/Equity2.062.061.320.940.68
Current Ratio0.460.46———
Cash Flow
Free Cash Flow$-1.17B$-1.17B$-1.03B$-1.72B$-1.32B
Returns
ROE-29.5%-29.5%-15.2%8.5%9.7%
Valuation
P/E———7.0314.51
EV/EBITDA———7.339.79
P/B0.640.640.610.601.40
Growth & Yield
Revenue Growth-29.4%-29.4%-30.3%31.1%—
EPS Growth-51.1%-51.1%-254.1%-3.2%—

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 -15.1%

Total return

-15.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.94 → -1.42

Residual

-15.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.1%

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.