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1760.HK$1.86+6.90%
Fair $1.86+0.0%

1760.HK

Intron Technology Holdings Limited

Consumer Cyclical / Auto PartsHKSE

$1.86

+0.12 (+6.90%)

Fairly Valued+0.0%Fair Value $1.86Fund rank 24/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $80.5M · quality 40.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

42/100

C

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.3%, below the 5% threshold
Thesis & Journal · 1760.HKLocal privado en este navegador · Intron Technology 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

$2.0B

P/E

31.0x

↑

EV/EBITDA

12.5x

↑

ROE

2.3%

↓

Gross Margin

12.5%

↓

Debt/Equity

0.66

↑
52-Week Range$2
$1$2

TradingView lightweight chart

1760.HK price, volumen y niveles de valoración

Último $1.860Periodo -35.9%
Fair value: $1.860

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

+7.8%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.06B · net income $57.9M · FCF $80.5M

2022-FY → 2025-FY

Gross margin

12.5%-9.1% pts

Operating margin

1.4%-9.5% pts

Net margin

1.0%-7.6% pts

FCF margin

1.3%+11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.06B$6.06B$6.69B$5.80B$4.83B
Net Income$57.9M$57.9M$208.6M$317.4M$415.0M
EBITDA$253.2M$253.2M$382.2M$488.3M$564.4M
EPS0.050.050.190.290.38
Gross Margin12.5%12.5%14.5%18.7%21.5%
Operating Margin1.4%1.4%4.6%6.6%10.9%
Net Margin1.0%1.0%3.1%5.5%8.6%
Balance Sheet
Debt/Equity0.660.660.830.710.46
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$80.5M$80.5M$105.0M$-260.0M$-492.5M
Returns
ROE2.3%2.3%8.4%13.5%19.4%
Valuation
P/E31.0031.006.057.5711.27
EV/EBITDA12.5212.526.327.309.43
P/B0.810.810.511.022.19
Growth & Yield
Revenue Growth-9.5%-9.5%15.4%20.1%—
EPS Growth-72.3%-72.3%-33.7%-23.5%—
Dividend Yield1.0%1.0%———

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

45.8%

muy exigente

EPS terminal req.

$0.17

Spread vs growth

-118.1%

5Y implied EPS CAGR

30.3%

muy exigente

EPS terminal req.

$0.20

Spread vs growth

-102.5%

10Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$0.32

Spread vs growth

-92.0%

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 +26.7%

Total return

+26.7%

Start / end P/E

7.7x → 35.0x

EPS bridge

0.19 → 0.05

Residual

-255.2%

EPS growth-72.3%
Multiple rerating+353.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-255.2%

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.