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6033.HK$0.62-6.06%
Fair $0.62+0.0%

6033.HK

Telecom Digital Holdings Limited

Consumer Cyclical / Specialty RetailHKSE

$0.62

-0.04 (-6.06%)

Fairly Valued+0.0%Fair Value $0.62Fund rank 33/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Declining RevenueMargin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $163.7M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

33/100

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: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.6%, below the 5% threshold
Thesis & Journal · 6033.HKLocal privado en este navegador · Telecom Digital Holdings 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

$250M

P/E

62.0x

↑

EV/EBITDA

5.3x

↓

ROE

4.6%

↓

Gross Margin

30.0%

↑

Debt/Equity

1.29

↑
52-Week Range$1
$1$1

TradingView lightweight chart

6033.HK price, volumen y niveles de valoración

Último $0.620Periodo -47.9%
Fair value: $0.620

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

-4.0%

FCF CAGR

-17.6%

FCF margin

6.7%

FCF / Net income

3.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.33B · net income $22.6M · FCF $89.7M

2022-FY → 2025-FY

Gross margin

30.0%-4.9% pts

Operating margin

1.5%-7.8% pts

Net margin

1.7%-5.8% pts

FCF margin

6.7%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.33B$1.33B$1.37B$1.54B$1.51B
Net Income$22.6M$22.6M$56.4M$75.6M$113.1M
EBITDA$161.7M$161.7M$209.2M$214.1M$221.5M
EPS0.060.060.140.190.28
Gross Margin30.0%30.0%34.0%32.5%34.9%
Operating Margin1.5%1.5%5.5%7.0%9.3%
Net Margin1.7%1.7%4.1%4.9%7.5%
Balance Sheet
Debt/Equity1.291.291.321.860.84
Current Ratio0.330.33———
Cash Flow
Free Cash Flow$89.7M$89.7M$163.7M$169.4M$160.3M
Returns
ROE4.6%4.6%11.4%16.9%27.6%
Valuation
P/E62.0062.004.798.7410.14
EV/EBITDA5.305.304.286.886.23
P/B0.510.510.551.502.79
Growth & Yield
Revenue Growth-3.0%-3.0%-10.6%2.0%—
EPS Growth-57.1%-57.1%-26.3%-32.1%—
Dividend Yield7.6%7.6%———

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

-2.9%

fácil

EPS terminal req.

$0.06

Spread vs growth

-54.3%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$0.07

Spread vs growth

-59.2%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$0.11

Spread vs growth

-63.1%

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 +1.5%

Total return

+1.5%

Start / end P/E

4.7x → 10.3x

EPS bridge

0.14 → 0.06

Residual

-68.1%

EPS growth-57.1%
Multiple rerating+119.2%
Dividend+7.6%
Residual / FX / buybacks / cross-term-68.1%

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.