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v0.1
1141.HK$2.08+0.00%
Fair $2.08+0.0%

1141.HK

CMBC Capital Holdings Limited

Financial Services / Capital MarketsHKSE

$2.08

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.08Fund rank 21/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

38/100

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: 0unknown: 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.
Thesis & Journal · 1141.HKLocal privado en este navegador · CMBC Capital 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

$2.3B

P/E

14.9x

↑

EV/EBITDA

15.0x

↑

ROE

9.3%

↑

Gross Margin

79.0%

↑

Debt/Equity

1.95

↑
52-Week Range$2
$0$3

TradingView lightweight chart

1141.HK price, volumen y niveles de valoración

Último $2.080Periodo -99.9%
Fair value: $2.080

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

-3.5%

FCF CAGR

—

FCF margin

-75.1%

FCF / Net income

-2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $467.5M · net income $151.2M · FCF $-351.3M

2022-FY → 2025-FY

Gross margin

79.0%-3.0% pts

Operating margin

68.6%+17.5% pts

Net margin

32.4%+116.3% pts

FCF margin

-75.1%-185.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$467.5M$467.5M$363.4M$155.7M$519.9M
Net Income$151.2M$151.2M$50.8M$-572.3M$-436.6M
EBITDA$313.9M$313.9M$196.8M$-278.2M$-142.5M
EPS0.140.140.05-0.51-0.38
Gross Margin79.0%79.0%76.5%60.5%82.0%
Operating Margin68.6%68.6%51.1%-19.1%51.1%
Net Margin32.4%32.4%14.0%-367.5%-84.0%
Balance Sheet
Debt/Equity1.951.951.452.345.48
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$-351.3M$-351.3M$396.9M$2.36B$571.9M
Returns
ROE9.3%9.3%3.7%-45.7%-27.3%
Valuation
P/E14.8614.8610.35——
EV/EBITDA15.0115.0111.63——
P/B1.401.400.380.291.14
Growth & Yield
Revenue Growth28.7%28.7%133.3%-70.0%—
EPS Growth200.0%200.0%109.0%-34.5%—

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

10.3%

razonable

EPS terminal req.

$0.18

Spread vs growth

189.7%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$0.22

Spread vs growth

189.8%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$0.36

Spread vs growth

189.9%

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 +605.1%

Total return

+605.1%

Start / end P/E

6.4x → 15.1x

EPS bridge

0.05 → 0.14

Residual

+270.1%

EPS growth+200.0%
Multiple rerating+135.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+270.1%

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.