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v0.1
1986.HK$1.08-6.90%
Fair $1.08+0.0%

1986.HK

Tsaker New Energy Tech Co., Limited

Basic Materials / Specialty ChemicalsHKSE

$1.08

-0.08 (-6.90%)

Fairly Valued+0.0%Fair Value $1.08Fund rank 26/100 · Data gapFallback financials|
SA 53/C
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $64.3M · quality 49.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

53/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -0.3%, below the 5% threshold
Thesis & Journal · 1986.HKLocal privado en este navegador · Tsaker New Energy Tech Co., 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

$1.0B

P/E

N/A

•

EV/EBITDA

4.5x

↓

ROE

-0.3%

↓

Gross Margin

11.8%

↓

Debt/Equity

0.20

↓
52-Week Range$1
$1$1

TradingView lightweight chart

1986.HK price, volumen y niveles de valoración

Último $1.080Periodo -46.8%
Fair value: $1.080

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

-3.3%

FCF CAGR

+12.1%

FCF margin

6.2%

FCF / Net income

-22.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.92B · net income $-5.3M · FCF $119.5M

2022-FY → 2025-FY

Gross margin

11.8%-15.0% pts

Operating margin

3.4%-15.5% pts

Net margin

-0.3%-11.7% pts

FCF margin

6.2%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.92B$1.92B$2.16B$2.07B$2.12B
Net Income$-5.3M$-5.3M$-21.1M$29.1M$242.0M
EBITDA$236.3M$236.3M$204.7M$247.1M$453.4M
EPS——-0.020.030.24
Gross Margin11.8%11.8%10.0%15.4%26.8%
Operating Margin3.4%3.4%1.9%6.2%18.8%
Net Margin-0.3%-0.3%-1.0%1.4%11.4%
Balance Sheet
Debt/Equity0.200.200.120.170.15
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$119.5M$119.5M$64.3M$-26.9M$84.7M
Returns
ROE-0.3%-0.3%-1.2%1.5%11.9%
Valuation
P/E———32.675.67
EV/EBITDA4.474.473.864.133.30
P/B0.610.610.480.520.68
Growth & Yield
Revenue Growth-11.0%-11.0%4.4%-2.7%—
EPS Growth——-166.7%-87.5%—
Dividend Yield0.9%0.9%———

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 +53.0%

Total return

+53.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → n/d

Residual

+52.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+52.1%

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.