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2298.HK$0.36+0.00%
Fair $0.36+0.0%

2298.HK

Cosmo Lady (China) Holdings Company Limited

Consumer Cyclical / Apparel ManufacturingHKSE

$0.36

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.36Fund rank 34/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $151.2M · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

51/100

C

Piotroski

7/9

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 · 2298.HKLocal privado en este navegador · Cosmo Lady (China) Holdings Company 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

$785M

P/E

6.0x

↓

EV/EBITDA

2.1x

↓

ROE

5.8%

↑

Gross Margin

46.8%

↑

Debt/Equity

0.32

↓
52-Week Range$0
$0$1

TradingView lightweight chart

2298.HK price, volumen y niveles de valoración

Último $0.360Periodo -89.9%
Fair value: $0.360

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

-0.6%

FCF CAGR

+1.0%

FCF margin

5.1%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.95B · net income $123.4M · FCF $151.2M

2022-FY → 2025-FY

Gross margin

46.8%+0.4% pts

Operating margin

4.3%+2.6% pts

Net margin

4.2%+3.1% pts

FCF margin

5.1%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.95B$2.95B$3.01B$2.76B$3.01B
Net Income$123.4M$123.4M$126.2M$42.5M$33.0M
EBITDA$448.8M$448.8M$480.0M$360.7M$400.8M
EPS0.060.060.060.020.02
Gross Margin46.8%46.8%45.7%47.5%46.4%
Operating Margin4.3%4.3%5.7%0.5%1.7%
Net Margin4.2%4.2%4.2%1.5%1.1%
Balance Sheet
Debt/Equity0.320.320.340.370.33
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$151.2M$151.2M$237.0M$17.6M$146.6M
Returns
ROE5.8%5.8%6.2%2.2%1.7%
Valuation
P/E6.006.004.5612.6313.64
EV/EBITDA2.062.061.502.031.30
P/B0.370.370.280.270.24
Growth & Yield
Revenue Growth-1.9%-1.9%9.2%-8.4%—
EPS Growth-3.5%-3.5%200.0%25.8%—
Dividend Yield4.4%4.4%———

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

-16.6%

fácil

EPS terminal req.

$0.03

Spread vs growth

13.1%

5Y implied EPS CAGR

-6.8%

fácil

EPS terminal req.

$0.04

Spread vs growth

3.3%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$0.06

Spread vs growth

-4.8%

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 +65.9%

Total return

+65.9%

Start / end P/E

3.9x → 6.5x

EPS bridge

0.06 → 0.06

Residual

-2.4%

EPS growth-3.5%
Multiple rerating+67.3%
Dividend+4.4%
Residual / FX / buybacks / cross-term-2.4%

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.