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3689.HK$1.90+0.00%
Fair $1.90+0.0%

3689.HK

Guangdong Kanghua Healthcare Group Co., Ltd.

Healthcare / Medical Care FacilitiesHKSE

$1.90

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.90Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $193.1M · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

54/100

C

Piotroski

8/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3689.HKLocal privado en este navegador · Guangdong Kanghua Healthcare Group Co., 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

$635M

P/E

5.4x

↓

EV/EBITDA

2.4x

↓

ROE

6.6%

↑

Gross Margin

18.2%

↓

Debt/Equity

0.22

↓
52-Week Range$2
$2$2

TradingView lightweight chart

3689.HK price, volumen y niveles de valoración

Último $1.900Periodo -82.1%
Fair value: $1.900

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

+3.1%

FCF CAGR

+30.2%

FCF margin

11.6%

FCF / Net income

2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.02B · net income $99.6M · FCF $234.5M

2022-FY → 2025-FY

Gross margin

18.2%+4.1% pts

Operating margin

5.9%+3.8% pts

Net margin

4.9%+1.7% pts

FCF margin

11.6%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.02B$2.02B$2.06B$2.04B$1.85B
Net Income$99.6M$99.6M$15.3M$121.1M$59.7M
EBITDA$297.7M$297.7M$224.9M$305.9M$233.8M
EPS0.300.300.050.360.18
Gross Margin18.2%18.2%15.7%17.8%14.2%
Operating Margin5.9%5.9%2.2%5.9%2.1%
Net Margin4.9%4.9%0.7%5.9%3.2%
Balance Sheet
Debt/Equity0.220.220.220.300.29
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$234.5M$234.5M$193.1M$73.3M$106.2M
Returns
ROE6.6%6.6%1.1%8.5%4.0%
Valuation
P/E5.435.4352.395.7212.57
EV/EBITDA2.452.453.932.663.93
P/B0.420.420.560.490.50
Growth & Yield
Revenue Growth-1.5%-1.5%0.7%10.6%—
EPS Growth547.8%547.8%-87.3%102.2%—
Dividend Yield9.5%9.5%———

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

-17.3%

fácil

EPS terminal req.

$0.17

Spread vs growth

565.1%

5Y implied EPS CAGR

-7.3%

fácil

EPS terminal req.

$0.20

Spread vs growth

555.1%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$0.33

Spread vs growth

546.8%

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 +12.2%

Total return

+12.2%

Start / end P/E

40.2x → 6.4x

EPS bridge

0.05 → 0.30

Residual

-461.0%

EPS growth+547.8%
Multiple rerating-84.1%
Dividend+9.5%
Residual / FX / buybacks / cross-term-461.0%

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.