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v0.1
1723.HK$0.93+4.49%
Fair $0.93+0.0%

1723.HK

1723.HK

Communication Services / Telecom ServicesHKSE

$0.93

+0.04 (+4.49%)

Fairly Valued+0.0%Fair Value $0.93Fund rank 36/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $34.0M · quality 71.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

39/100

D

Piotroski

4/9

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 1.7%, below the 5% threshold
Thesis & Journal · 1723.HKLocal privado en este navegador · 1723.HK
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

$0

P/E

206.7x

↑

EV/EBITDA

38.4x

↑

ROE

1.7%

↓

Gross Margin

22.9%

↓

Debt/Equity

0.02

↓
52-Week Range$1
$1$5

TradingView lightweight chart

1723.HK price, volumen y niveles de valoración

Último $0.930Periodo -56.1%
Fair value: $0.930

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

+1.2%

FCF CAGR

-56.7%

FCF margin

2.2%

FCF / Net income

2.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.6M · net income $1.8M · FCF $4.1M

2022-FY → 2025-FY

Gross margin

22.9%-9.5% pts

Operating margin

1.2%-10.9% pts

Net margin

0.9%-9.7% pts

FCF margin

2.2%-25.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.6M$189.6M$252.4M$204.6M$183.0M
Net Income$1.8M$1.8M$14.8M$3.9M$19.5M
EBITDA$8.6M$8.6M$23.7M$10.3M$29.6M
EPS0.000.000.040.010.05
Gross Margin22.9%22.9%24.4%22.1%32.4%
Operating Margin1.2%1.2%6.0%1.2%12.1%
Net Margin0.9%0.9%5.9%1.9%10.6%
Balance Sheet
Debt/Equity0.020.020.050.030.02
Current Ratio5.185.18———
Cash Flow
Free Cash Flow$4.1M$4.1M$34.0M$39.9M$50.8M
Returns
ROE1.7%1.7%11.9%2.3%11.7%
Valuation
P/E206.67206.679.4318.085.97
EV/EBITDA38.3638.363.40-2.041.93
P/B3.503.501.120.420.70
Growth & Yield
Revenue Growth-24.9%-24.9%23.4%11.8%—
EPS Growth-87.9%-87.9%274.7%-79.6%—

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

163.7%

muy exigente

EPS terminal req.

$0.08

Spread vs growth

-251.6%

5Y implied EPS CAGR

85.9%

muy exigente

EPS terminal req.

$0.10

Spread vs growth

-173.7%

10Y implied EPS CAGR

43.0%

muy exigente

EPS terminal req.

$0.16

Spread vs growth

-130.9%

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 -73.1%

Total return

-73.1%

Start / end P/E

93.3x → 206.7x

EPS bridge

0.04 → 0.00

Residual

-106.8%

EPS growth-87.9%
Multiple rerating+121.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-106.8%

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.