StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1278.HK$0.08+0.00%
Fair $0.08+0.0%

1278.HK

China New Town Development Company Limited

Real Estate / Real Estate - DevelopmentHKSE

$0.08

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.08Fund rank 21/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Low Profitability

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 6.0/100

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

44/100

C

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: 1unknown: 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. ROE is 1.7%, below the 5% threshold
Thesis & Journal · 1278.HKLocal privado en este navegador · China New Town Development 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

$759M

P/E

7.8x

↓

EV/EBITDA

10.7x

↓

ROE

1.7%

↓

Gross Margin

48.9%

↑

Debt/Equity

0.89

↑
52-Week Range$0
$0$0

TradingView lightweight chart

1278.HK price, volumen y niveles de valoración

Último $0.078Periodo -92.8%
Fair value: $0.078

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

-0.9%

FCF CAGR

—

FCF margin

-113.9%

FCF / Net income

-2.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $157.5M · net income $73.3M · FCF $-179.4M

2022-FY → 2025-FY

Gross margin

48.9%-24.4% pts

Operating margin

-23.7%-24.9% pts

Net margin

46.5%+44.9% pts

FCF margin

-113.9%-42.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$157.5M$157.5M$153.8M$162.7M$161.9M
Net Income$73.3M$73.3M$44.3M$140.9M$2.7M
EBITDA$216.4M$216.4M$176.0M$306.6M$115.4M
EPS0.010.010.000.010.00
Gross Margin48.9%48.9%63.4%76.4%73.3%
Operating Margin-23.7%-23.7%-9.9%6.7%1.2%
Net Margin46.5%46.5%28.8%86.6%1.7%
Balance Sheet
Debt/Equity0.890.890.550.550.28
Current Ratio3.163.16———
Cash Flow
Free Cash Flow$-179.4M$-179.4M$27.6M$-25.8M$-116.4M
Returns
ROE1.7%1.7%1.1%3.4%0.1%
Valuation
P/E7.807.8013.484.21216.67
EV/EBITDA10.7110.7110.564.7510.81
P/B0.180.180.140.140.16
Growth & Yield
Revenue Growth2.4%2.4%-5.5%0.5%—
EPS Growth63.0%63.0%-68.3%4733.3%—
Dividend Yield5.3%5.3%———

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

-2.6%

fácil

EPS terminal req.

$0.01

Spread vs growth

65.7%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$0.01

Spread vs growth

60.8%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$0.01

Spread vs growth

57.0%

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 +2.8%

Total return

+2.8%

Start / end P/E

17.4x → 10.4x

EPS bridge

0.00 → 0.01

Residual

-25.3%

EPS growth+63.0%
Multiple rerating-40.2%
Dividend+5.3%
Residual / FX / buybacks / cross-term-25.3%

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.