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2299.HK$5.00+0.00%
Fair $5.00+0.0%

2299.HK

Billion Industrial Holdings Limited

Consumer Cyclical / Textile ManufacturingHKSE

$5.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.00Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 2/9

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 18%

FCF escenarios

weak_data · normalized FCF $-1.1B · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

52/100

C

Piotroski

2/9

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 · 2299.HKLocal privado en este navegador · Billion Industrial 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

$10.6B

P/E

14.3x

↓

EV/EBITDA

7.4x

↓

ROE

5.6%

↑

Gross Margin

8.0%

↓

Debt/Equity

0.18

↓
52-Week Range$5
$4$5

TradingView lightweight chart

2299.HK price, volumen y niveles de valoración

Último $5.000Periodo +371.7%
Fair value: $5.000

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

+5.1%

FCF CAGR

—

FCF margin

-10.2%

FCF / Net income

-2.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.05B · net income $643.2M · FCF $-1.85B

2022-FY → 2025-FY

Gross margin

8.0%-1.2% pts

Operating margin

3.5%-1.2% pts

Net margin

3.6%-0.6% pts

FCF margin

-10.2%-11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.05B$18.05B$20.63B$17.76B$15.56B
Net Income$643.2M$643.2M$747.9M$353.4M$655.8M
EBITDA$1.67B$1.67B$1.81B$1.31B$1.68B
EPS——0.350.170.31
Gross Margin8.0%8.0%7.6%5.9%9.1%
Operating Margin3.5%3.5%3.6%1.9%4.8%
Net Margin3.6%3.6%3.6%2.0%4.2%
Balance Sheet
Debt/Equity0.180.180.070.070.09
Current Ratio0.940.94———
Cash Flow
Free Cash Flow$-1.85B$-1.85B$743.1M$-1.12B$194.2M
Returns
ROE5.6%5.6%6.8%3.5%6.7%
Valuation
P/E14.2914.2912.5723.8813.06
EV/EBITDA7.387.385.466.975.49
P/B0.920.920.850.840.87
Growth & Yield
Revenue Growth-12.5%-12.5%16.2%14.1%—
EPS Growth——105.9%-45.2%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +17.2%

Total return

+17.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.35 → n/d

Residual

+15.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+15.2%

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.