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3839.HK$9.16+0.11%
Fair $9.16+0.0%

3839.HK

Chia Tai Enterprises International Limited

Healthcare / Drug Manufacturers - Specialty & GenericHKSE

$9.16

+0.01 (+0.11%)

Fairly Valued+0.0%Fair Value $9.16Fund rank 27/100 · Data gapFallback financials|
SA 69/B
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-2.6M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

69/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3839.HKLocal privado en este navegador · Chia Tai Enterprises International 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

$2.2B

P/E

9.3x

↓

EV/EBITDA

42.0x

↑

ROE

11.6%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.17

↓
52-Week Range$9
$2$10

TradingView lightweight chart

3839.HK price, volumen y niveles de valoración

Último $9.160Periodo +60.4%
Fair value: $9.160

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

+49.9%

FCF CAGR

—

FCF margin

5.2%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $535.9M · net income $32.1M · FCF $28.0M

2022-FY → 2025-FY

Gross margin

14.4%-10.2% pts

Operating margin

7.6%+3.9% pts

Net margin

6.0%+10.2% pts

FCF margin

5.2%+11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$535.9M$535.9M$307.7M$174.0M$159.2M
Net Income$32.1M$32.1M$11.2M$2.6M$-6.7M
EBITDA$55.4M$55.4M$26.4M$11.3M$5.2M
EPS0.130.130.040.01-0.03
Gross Margin14.4%14.4%15.9%17.3%24.6%
Operating Margin7.6%7.6%4.2%-1.9%3.7%
Net Margin6.0%6.0%3.6%1.5%-4.2%
Balance Sheet
Debt/Equity0.170.170.290.340.21
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$28.0M$28.0M$-2.6M$-27.2M$-10.4M
Returns
ROE11.6%11.6%4.8%1.1%-2.9%
Valuation
P/E9.259.2535.6087.13—
EV/EBITDA42.0342.0316.4723.3436.85
P/B8.378.371.690.980.75
Growth & Yield
Revenue Growth74.1%74.1%76.9%9.3%—
EPS Growth186.8%186.8%336.6%138.3%—

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

85.9%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

100.9%

5Y implied EPS CAGR

50.7%

muy exigente

EPS terminal req.

$0.98

Spread vs growth

136.1%

10Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$1.58

Spread vs growth

158.1%

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 +400.5%

Total return

+400.5%

Start / end P/E

41.5x → 72.4x

EPS bridge

0.04 → 0.13

Residual

+139.2%

EPS growth+186.8%
Multiple rerating+74.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term+139.2%

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.