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v0.1
1655.HK$0.21+2.46%
Fair $0.21+0.0%

1655.HK

Okura Holdings Limited

Consumer Cyclical / GamblingHKSE

$0.21

+0.01 (+2.46%)

Fairly Valued+0.0%Fair Value $0.21Fund rank 31/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 58.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

41/100

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 1655.HKLocal privado en este navegador · Okura 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

$150M

P/E

1.9x

↓

EV/EBITDA

1.9x

↓

ROE

26.3%

↑

Gross Margin

18.4%

↓

Debt/Equity

1.04

↑
52-Week Range$0
$0$0

TradingView lightweight chart

1655.HK price, volumen y niveles de valoración

Último $0.208Periodo -83.7%
Fair value: $0.208

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.1%

FCF CAGR

-20.5%

FCF margin

11.6%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.48B · net income $2.04B · FCF $755.0M

2021-FY → 2024-FY

Gross margin

18.4%+24.7% pts

Operating margin

13.3%+29.4% pts

Net margin

31.5%+42.2% pts

FCF margin

11.6%-16.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$6.48B$6.48B$6.28B$5.56B$5.42B
Net Income$2.04B$2.04B$3.22B$-1.32B$-577.0M
EBITDA$2.69B$2.69B$3.99B$-83.0M$1.01B
EPS3.413.416.22-2.64—
Gross Margin18.4%18.4%12.4%-7.4%-6.3%
Operating Margin13.3%13.3%8.6%-15.4%-16.1%
Net Margin31.5%31.5%51.2%-23.8%-10.6%
Balance Sheet
Debt/Equity1.041.041.766.714.49
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$755.0M$755.0M$1.16B$1.01B$1.50B
Returns
ROE26.3%26.3%56.3%-61.2%-16.6%
Valuation
P/E1.891.890.07——
EV/EBITDA1.921.921.97—13.14
P/B0.020.020.040.080.07
Growth & Yield
Revenue Growth3.2%3.2%13.0%2.6%—
EPS Growth-45.2%-45.2%335.6%——

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-82.4%

fácil

EPS terminal req.

$0.02

Spread vs growth

37.3%

5Y implied EPS CAGR

-63.4%

fácil

EPS terminal req.

$0.02

Spread vs growth

18.2%

10Y implied EPS CAGR

-36.6%

fácil

EPS terminal req.

$0.04

Spread vs growth

-8.6%

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 +76.3%

Total return

+76.3%

Start / end P/E

0.0x → 0.1x

EPS bridge

6.22 → 3.41

Residual

-100.1%

EPS growth-45.2%
Multiple rerating+221.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-100.1%

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.