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2285.HK$15.99-1.17%
Fair $15.99+0.0%

2285.HK

Chervon Holdings Limited

Industrials / Tools & AccessoriesHKSE

$15.99

-0.19 (-1.17%)

Fairly Valued+0.0%Fair Value $15.99Fund rank 30/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $94.0M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

47/100

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: 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 · 2285.HKLocal privado en este navegador · Chervon 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

$8.2B

P/E

10.7x

↓

EV/EBITDA

45.4x

↑

ROE

9.6%

↑

Gross Margin

32.9%

↑

Debt/Equity

0.28

↓
52-Week Range$16
$13$27

TradingView lightweight chart

2285.HK price, volumen y niveles de valoración

Último $15.99Periodo -71.4%
Fair value: $15.99

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

-6.5%

FCF CAGR

—

FCF margin

9.6%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.63B · net income $97.6M · FCF $155.8M

2022-FY → 2025-FY

Gross margin

32.9%+2.6% pts

Operating margin

5.5%-6.6% pts

Net margin

6.0%-1.0% pts

FCF margin

9.6%+12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.63B$1.63B$1.77B$1.37B$1.99B
Net Income$97.6M$97.6M$112.5M$-37.1M$139.4M
EBITDA$177.2M$177.2M$199.7M$-3.3M$210.6M
EPS0.190.190.22-0.070.28
Gross Margin32.9%32.9%34.7%28.1%30.4%
Operating Margin5.5%5.5%9.6%-1.4%12.1%
Net Margin6.0%6.0%6.3%-2.7%7.0%
Balance Sheet
Debt/Equity0.280.280.300.350.37
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$155.8M$155.8M$94.0M$-262.0M$-49.1M
Returns
ROE9.6%9.6%10.9%-3.9%14.7%
Valuation
P/E10.7310.7380.18—153.57
EV/EBITDA45.3645.3644.99—99.41
P/B7.997.998.6912.0822.24
Growth & Yield
Revenue Growth-8.2%-8.2%29.0%-30.9%—
EPS Growth-13.6%-13.6%414.3%-125.0%—
Dividend Yield2.8%2.8%———

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

95.5%

muy exigente

EPS terminal req.

$1.42

Spread vs growth

-109.1%

5Y implied EPS CAGR

55.3%

muy exigente

EPS terminal req.

$1.72

Spread vs growth

-68.9%

10Y implied EPS CAGR

30.7%

muy exigente

EPS terminal req.

$2.76

Spread vs growth

-44.3%

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 +10.4%

Total return

+10.4%

Start / end P/E

67.5x → 84.2x

EPS bridge

0.22 → 0.19

Residual

-3.4%

EPS growth-13.6%
Multiple rerating+24.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-3.4%

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.