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v0.1
1553.HK$1.40-2.10%
Fair $1.40+0.0%

1553.HK

Maike Tube Industry Holdings Limited

Basic Materials / SteelHKSE

$1.40

-0.03 (-2.10%)

Fairly Valued+0.0%Fair Value $1.40Fund rank 25/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9

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 $-98.7M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

46/100

C

Piotroski

2/9

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 · 1553.HKLocal privado en este navegador · Maike Tube Industry 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

$607M

P/E

3.8x

↓

EV/EBITDA

3.0x

↓

ROE

11.4%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.07

↓
52-Week Range$1
$1$2

TradingView lightweight chart

1553.HK price, volumen y niveles de valoración

Último $1.400Periodo -34.9%
Fair value: $1.400

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

—

FCF margin

-4.4%

FCF / Net income

-0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.22B · net income $139.9M · FCF $-98.7M

2022-FY → 2025-FY

Gross margin

19.3%+0.7% pts

Operating margin

7.7%+0.2% pts

Net margin

6.3%-0.3% pts

FCF margin

-4.4%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.22B$2.22B$2.57B$2.19B$2.11B
Net Income$139.9M$139.9M$142.3M$153.7M$139.7M
EBITDA$224.1M$224.1M$222.0M$220.8M$196.9M
EPS——0.330.350.32
Gross Margin19.3%19.3%14.7%17.5%18.6%
Operating Margin7.7%7.7%6.9%8.5%7.5%
Net Margin6.3%6.3%5.5%7.0%6.6%
Balance Sheet
Debt/Equity0.070.070.060.040.09
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$-98.7M$-98.7M$-258.2M$-46.3M$127.7M
Returns
ROE11.4%11.4%12.5%14.7%14.9%
Valuation
P/E3.783.784.393.833.66
EV/EBITDA2.962.962.812.502.71
P/B0.490.490.550.560.54
Growth & Yield
Revenue Growth-13.8%-13.8%17.5%4.0%—
EPS Growth——-5.7%9.4%—
Dividend Yield8.6%8.6%———

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 +16.3%

Total return

+16.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.33 → n/d

Residual

+7.7%

EPS growthn/d
Multiple reratingn/d
Dividend+8.6%
Residual / FX / buybacks / cross-term+7.7%

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.