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1610.HK$1.20+0.84%
Fair $1.20+0.0%

1610.HK

COFCO Joycome Foods Limited

Consumer Defensive / Packaged FoodsHKSE

$1.20

+0.01 (+0.84%)

Fairly Valued+0.0%Fair Value $1.20Fund rank 22/100 · Data gapFallback financials|
SA 14/F
F-Score: 2/9
Low 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 $-1.8B · quality 36.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

14/100

F

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -8.6%, below the 5% threshold
Thesis & Journal · 1610.HKLocal privado en este navegador · COFCO Joycome Foods 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

$5.5B

P/E

N/A

•

EV/EBITDA

53.6x

↑

ROE

-8.6%

↓

Gross Margin

1.8%

↓

Debt/Equity

1.17

↑
52-Week Range$1
$1$2

TradingView lightweight chart

1610.HK price, volumen y niveles de valoración

Último $1.200Periodo -27.7%
Fair value: $1.200

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

+12.9%

FCF CAGR

—

FCF margin

-12.4%

FCF / Net income

3.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.58B · net income $-745.9M · FCF $-2.30B

2022-FY → 2025-FY

Gross margin

1.8%+7.7% pts

Operating margin

-3.3%+6.1% pts

Net margin

-4.0%-6.8% pts

FCF margin

-12.4%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.58B$18.58B$16.33B$17.24B$12.90B
Net Income$-745.9M$-745.9M$538.2M$-9.6M$356.7M
EBITDA$279.2M$279.2M$1.51B$842.0M$1.24B
EPS-0.16-0.160.12-0.030.09
Gross Margin1.8%1.8%2.9%9.5%-5.9%
Operating Margin-3.3%-3.3%-2.5%4.5%-9.4%
Net Margin-4.0%-4.0%3.3%-0.1%2.8%
Balance Sheet
Debt/Equity1.171.170.700.520.92
Current Ratio0.600.60———
Cash Flow
Free Cash Flow$-2.30B$-2.30B$-1.84B$806.5M$-999.0M
Returns
ROE-8.6%-8.6%5.7%-0.1%4.4%
Valuation
P/E——11.40—25.27
EV/EBITDA53.6553.657.7013.4112.45
P/B0.640.640.650.751.11
Growth & Yield
Revenue Growth13.8%13.8%-5.3%33.6%—
EPS Growth-238.6%-238.6%484.0%-133.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -16.7%

Total return

-16.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.12 → -0.16

Residual

-16.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.7%

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.