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Recent

v0.1
1200.HK$2.63-0.38%
Fair $2.63+0.0%

1200.HK

Midland Holdings Limited

Real Estate / Real Estate ServicesHKSE

$2.63

-0.01 (-0.38%)

Fairly Valued+0.0%Fair Value $2.63Fund rank 33/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 47.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

59/100

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 1200.HKLocal privado en este navegador · Midland 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

$1.9B

P/E

4.5x

↓

EV/EBITDA

1.5x

↓

ROE

30.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.21

↓
52-Week Range$3
$1$4

TradingView lightweight chart

1200.HK price, volumen y niveles de valoración

Último $2.630Periodo +202.7%
Fair value: $2.630

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

+20.9%

FCF CAGR

+540.2%

FCF margin

9.7%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.50B · net income $422.7M · FCF $531.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

9.7%+27.1% pts

Net margin

7.7%+24.8% pts

FCF margin

9.7%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.50B$5.50B$6.08B$4.08B$3.12B
Net Income$422.7M$422.7M$320.3M$-41.9M$-534.0M
EBITDA$789.4M$789.4M$717.4M$476.4M$95.7M
EPS0.590.590.45-0.06-0.74
Operating Margin9.7%9.7%7.9%-0.3%-17.4%
Net Margin7.7%7.7%5.3%-1.0%-17.1%
Balance Sheet
Debt/Equity0.210.210.220.701.12
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$531.2M$531.2M$636.2M$523.2M$2.0M
Returns
ROE30.1%30.1%32.2%-6.4%-78.0%
Valuation
P/E4.464.461.90——
EV/EBITDA1.511.510.170.599.31
P/B1.351.350.610.540.84
Growth & Yield
Revenue Growth-9.6%-9.6%49.0%31.1%—
EPS Growth31.5%31.5%863.6%92.1%—
Dividend Yield2.3%2.3%———

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

-26.5%

fácil

EPS terminal req.

$0.23

Spread vs growth

58.0%

5Y implied EPS CAGR

-13.6%

fácil

EPS terminal req.

$0.28

Spread vs growth

45.1%

10Y implied EPS CAGR

-2.5%

fácil

EPS terminal req.

$0.45

Spread vs growth

34.0%

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 +148.1%

Total return

+148.1%

Start / end P/E

2.4x → 4.5x

EPS bridge

0.45 → 0.59

Residual

+27.4%

EPS growth+31.5%
Multiple rerating+86.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term+27.4%

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.