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1817.HK$0.24+0.41%
Fair $0.24+0.0%

1817.HK

Mulsanne Group Holding Limited

Consumer Cyclical / Apparel RetailHKSE

$0.24

+0.00 (+0.41%)

Fairly Valued+0.0%Fair Value $0.24Fund rank 33/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $212.0M · quality 62.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

37/100

D

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: 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. Revenue has declined for 2 consecutive years ROE is 4.1%, below the 5% threshold
Thesis & Journal · 1817.HKLocal privado en este navegador · Mulsanne Group Holding 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

$224M

P/E

6.1x

↓

EV/EBITDA

2.4x

↓

ROE

4.1%

↓

Gross Margin

51.0%

↑

Debt/Equity

0.75

↑
52-Week Range$0
$0$1

TradingView lightweight chart

1817.HK price, volumen y niveles de valoración

Último $0.243Periodo -94.6%
Fair value: $0.243

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

-4.0%

FCF CAGR

+25.2%

FCF margin

11.3%

FCF / Net income

7.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.06B · net income $31.6M · FCF $232.8M

2022-FY → 2025-FY

Gross margin

51.0%+2.1% pts

Operating margin

3.4%+0.4% pts

Net margin

1.5%+1.0% pts

FCF margin

11.3%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.06B$2.06B$2.27B$2.33B$2.33B
Net Income$31.6M$31.6M$31.0M$39.6M$12.4M
EBITDA$260.1M$260.1M$291.0M$299.5M$292.9M
EPS——0.030.040.01
Gross Margin51.0%51.0%52.8%52.0%48.9%
Operating Margin3.4%3.4%3.1%4.2%3.0%
Net Margin1.5%1.5%1.4%1.7%0.5%
Balance Sheet
Debt/Equity0.750.751.522.042.88
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$232.8M$232.8M$38.8M$212.0M$118.6M
Returns
ROE4.1%4.1%4.2%5.6%1.8%
Valuation
P/E6.086.0812.9813.13260.29
EV/EBITDA2.372.374.575.9316.94
P/B0.290.290.550.734.74
Growth & Yield
Revenue Growth-9.4%-9.4%-2.5%0.1%—
EPS Growth——-21.9%219.1%—

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 -32.5%

Total return

-32.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → n/d

Residual

-32.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.5%

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.