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2425.HK$1.71-3.93%
Fair $1.71+0.0%

2425.HK

AustAsia Group Ltd.

Consumer Defensive / Farm ProductsHKSE

$1.71

-0.07 (-3.93%)

Fairly Valued+0.0%Fair Value $1.71Fund rank 20/100 · Data gapFallback financials|
SA 9/F
F-Score: 5/9
Declining RevenueLow 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-129.7M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

9/100

F

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is -22.5%, below the 5% threshold
Thesis & Journal · 2425.HKLocal privado en este navegador · AustAsia Group Ltd.
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

$1.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-22.5%

↓

Gross Margin

15.5%

↓

Debt/Equity

1.31

↑
52-Week Range$2
$1$3

TradingView lightweight chart

2425.HK price, volumen y niveles de valoración

Último $1.710Periodo -73.2%
Fair value: $1.710

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

-4.4%

FCF CAGR

—

FCF margin

9.0%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.08B · net income $-750.6M · FCF $367.5M

2022-FY → 2025-FY

Gross margin

15.5%-3.4% pts

Operating margin

11.2%-0.9% pts

Net margin

-18.4%-21.8% pts

FCF margin

9.0%+23.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.08B$4.08B$4.16B$4.61B$4.67B
Net Income$-750.6M$-750.6M$-1.27B$-488.8M$158.1M
EBITDA$-231.3M$-231.3M$-751.8M$-9.3M$561.5M
EPS——-1.66-0.640.23
Gross Margin15.5%15.5%11.8%15.4%18.9%
Operating Margin11.2%11.2%6.4%11.0%12.1%
Net Margin-18.4%-18.4%-30.5%-10.6%3.4%
Balance Sheet
Debt/Equity1.311.311.300.970.63
Current Ratio0.700.70———
Cash Flow
Free Cash Flow$367.5M$367.5M$-129.7M$-1.63B$-688.0M
Returns
ROE-22.5%-22.5%-33.3%-9.6%2.8%
Valuation
P/E————26.18
EV/EBITDA————12.80
P/B0.500.500.200.250.73
Growth & Yield
Revenue Growth-1.9%-1.9%-9.9%-1.2%—
EPS Growth——-158.6%-380.0%—

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 +14.0%

Total return

+14.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.66 → n/d

Residual

+14.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+14.0%

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.