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v0.1
2388.HK$48.00-0.54%
Fair $48.00+0.0%

2388.HK

BOC Hong Kong (Holdings) Limited

Financial Services / Banks - RegionalHKSE

$48.00

-0.26 (-0.54%)

Fairly Valued+0.0%Fair Value $48.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 44.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

49/100

C

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 2388.HKLocal privado en este navegador · BOC Hong Kong (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

$507.5B

P/E

12.7x

↑

EV/EBITDA

N/A

•

ROE

11.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.25

↓
52-Week Range$48
$33$49

TradingView lightweight chart

2388.HK price, volumen y niveles de valoración

Último $48.00Periodo +496.3%
Fair value: $48.00

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

+18.8%

FCF CAGR

—

FCF margin

-99.6%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $88.92B · net income $40.12B · FCF $-88.59B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

45.1%-6.4% pts

FCF margin

-99.6%-48.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$88.92B$88.92B$71.84B$69.66B$53.00B
Net Income$40.12B$40.12B$38.23B$34.12B$27.33B
EPS3.793.793.623.102.45
Net Margin45.1%45.1%53.2%49.0%51.6%
Balance Sheet
Debt/Equity0.250.250.230.250.25
Cash Flow
Free Cash Flow$-88.59B$-88.59B$-323.0M$195.82B$-27.07B
Returns
ROE11.2%11.2%11.3%10.7%8.5%
Valuation
P/E12.6612.666.876.5811.25
P/B1.421.420.780.670.90
Growth & Yield
Revenue Growth23.8%23.8%3.1%31.4%—
EPS Growth4.9%4.9%16.8%26.1%—
Dividend Yield7.3%7.3%———

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

3.9%

fácil

EPS terminal req.

$4.26

Spread vs growth

1.0%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$5.15

Spread vs growth

-1.4%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$8.30

Spread vs growth

-3.2%

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 +51.1%

Total return

+51.1%

Start / end P/E

9.2x → 12.6x

EPS bridge

3.62 → 3.79

Residual

+1.8%

EPS growth+4.9%
Multiple rerating+37.0%
Dividend+7.3%
Residual / FX / buybacks / cross-term+1.8%

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.