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600128.SS$9.12-3.08%
Fair $9.12+0.0%

600128.SS

Soho Holly Corporation

Consumer Cyclical / Specialty RetailShanghai

$9.12

-0.29 (-3.08%)

Fairly Valued+0.0%Fair Value $9.12Fund rank 25/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Low 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 17%

FCF escenarios

weak_data · normalized FCF $205.5M · quality 41.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

37/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 600128.SSLocal privado en este navegador · Soho Holly Corporation
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

$2.3B

P/E

38.0x

↑

EV/EBITDA

13.9x

↑

ROE

2.3%

↓

Gross Margin

5.1%

↓

Debt/Equity

0.36

↓
52-Week Range$9
$9$13

TradingView lightweight chart

600128.SS price, volumen y niveles de valoración

Último $9.120Periodo +82.0%
Fair value: $9.120

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

+7.9%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

4.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.73B · net income $48.3M · FCF $205.5M

2022-FY → 2025-FY

Gross margin

5.1%-0.1% pts

Operating margin

0.8%+0.7% pts

Net margin

0.6%-0.0% pts

FCF margin

2.7%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.73B$7.73B$7.16B$6.72B$6.16B
Net Income$48.3M$48.3M$33.4M$32.6M$38.5M
EBITDA$134.8M$134.8M$119.0M$92.4M$74.1M
EPS0.200.200.140.130.16
Gross Margin5.1%5.1%5.4%5.3%5.2%
Operating Margin0.8%0.8%0.7%0.8%0.1%
Net Margin0.6%0.6%0.5%0.5%0.6%
Balance Sheet
Debt/Equity0.360.360.300.240.24
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$205.5M$205.5M$-420.1M$272.0M$-166.2M
Returns
ROE2.3%2.3%1.6%1.5%1.9%
Valuation
P/E38.0038.0068.2971.9249.69
EV/EBITDA13.9213.9217.0719.0024.39
P/B1.031.031.071.110.92
Growth & Yield
Revenue Growth8.0%8.0%6.6%9.0%—
EPS Growth42.9%42.9%7.7%-18.8%—
Dividend Yield1.1%1.1%———

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

59.3%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

-16.5%

5Y implied EPS CAGR

37.4%

muy exigente

EPS terminal req.

$0.98

Spread vs growth

5.5%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$1.58

Spread vs growth

19.9%

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 -11.2%

Total return

-11.2%

Start / end P/E

74.2x → 45.6x

EPS bridge

0.14 → 0.20

Residual

-16.5%

EPS growth+42.9%
Multiple rerating-38.6%
Dividend+1.1%
Residual / FX / buybacks / cross-term-16.5%

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.