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600162.SS$2.92+4.66%
Fair $2.92+0.0%

600162.SS

Shenzhen HeungKong Holding Co.,Ltd

Real Estate / Real Estate - DevelopmentShanghai

$2.92

+0.13 (+4.66%)

Fairly Valued+0.0%Fair Value $2.92Fund rank 30/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9
Margin CompressionLow Profitability

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 4.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

39/100

D

Piotroski

2/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years ROE is -1.5%, below the 5% threshold
Thesis & Journal · 600162.SSLocal privado en este navegador · Shenzhen HeungKong Holding 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

$9.5B

P/E

N/A

•

EV/EBITDA

40.9x

↑

ROE

-1.5%

↓

Gross Margin

36.6%

↓

Debt/Equity

0.55

↓
52-Week Range$3
$2$3

TradingView lightweight chart

600162.SS price, volumen y niveles de valoración

Último $2.920Periodo +87.0%
Fair value: $2.920

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

-38.0%

FCF CAGR

—

FCF margin

-12.8%

FCF / Net income

2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $-88.3M · FCF $-185.5M

2022-FY → 2025-FY

Gross margin

36.6%+4.7% pts

Operating margin

7.0%-11.1% pts

Net margin

-6.1%-10.1% pts

FCF margin

-12.8%-17.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$3.76B$3.30B$6.05B
Net Income$-88.3M$-88.3M$61.8M$69.5M$243.4M
EBITDA$290.8M$290.8M$520.7M$766.3M$1.11B
EPS-0.03-0.030.020.020.07
Gross Margin36.6%36.6%29.2%36.6%31.9%
Operating Margin7.0%7.0%13.8%17.9%18.2%
Net Margin-6.1%-6.1%1.6%2.1%4.0%
Balance Sheet
Debt/Equity0.550.550.570.600.97
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$-185.5M$-185.5M$202.0M$1.02B$272.2M
Returns
ROE-1.5%-1.5%1.0%1.1%3.7%
Valuation
P/E——92.5981.6924.97
EV/EBITDA40.9040.9015.3210.278.36
P/B1.661.660.970.900.92
Growth & Yield
Revenue Growth-61.6%-61.6%14.0%-45.5%—
EPS Growth-243.4%-243.4%-11.3%-71.4%—
Dividend Yield0.4%0.4%———

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 +75.2%

Total return

+75.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → -0.03

Residual

+74.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term+74.9%

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.