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603759.SS$8.23-1.32%
Fair $8.23+0.0%

603759.SS

Haitian Water Group Co.,Ltd.

Utilities / Utilities - Regulated WaterShanghai

$8.23

-0.11 (-1.32%)

Fairly Valued+0.0%Fair Value $8.23Fund rank 21/100 · Data gapFallback financials|
SA 33/D
F-Score: 2/9

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 14%

FCF escenarios

weak_data · normalized FCF $-58.5M · quality 27.3/100

Data gap 21/100
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

33/100

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: 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 · 603759.SSLocal privado en este navegador · Haitian Water 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

$3.8B

P/E

29.4x

↑

EV/EBITDA

10.4x

↑

ROE

6.1%

↑

Gross Margin

22.0%

↓

Debt/Equity

1.36

↑
52-Week Range$8
$8$16

TradingView lightweight chart

603759.SS price, volumen y niveles de valoración

Último $8.230Periodo -24.5%
Fair value: $8.230

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

+39.4%

FCF CAGR

—

FCF margin

-8.9%

FCF / Net income

-1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.22B · net income $176.8M · FCF $-285.6M

2022-FY → 2025-FY

Gross margin

22.0%-22.2% pts

Operating margin

10.2%-20.0% pts

Net margin

5.5%-12.5% pts

FCF margin

-8.9%-18.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.22B$3.22B$1.52B$1.28B$1.19B
Net Income$176.8M$176.8M$304.8M$242.0M$213.2M
EBITDA$677.5M$677.5M$720.1M$602.7M$559.4M
EPS0.380.380.660.520.46
Gross Margin22.0%22.0%48.9%48.1%44.2%
Operating Margin10.2%10.2%32.9%30.9%30.2%
Net Margin5.5%5.5%20.1%19.0%18.0%
Balance Sheet
Debt/Equity1.361.360.930.890.96
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$-285.6M$-285.6M$87.3M$-58.5M$110.6M
Returns
ROE6.1%6.1%11.1%9.4%9.1%
Valuation
P/E29.3929.3911.6515.9019.87
EV/EBITDA10.4010.407.639.0910.55
P/B1.311.311.291.501.80
Growth & Yield
Revenue Growth111.9%111.9%18.9%7.5%—
EPS Growth-42.4%-42.4%26.9%13.0%—

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

24.3%

exigente

EPS terminal req.

$0.73

Spread vs growth

-66.8%

5Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$0.88

Spread vs growth

-60.8%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$1.42

Spread vs growth

-56.5%

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 +3.3%

Total return

+3.3%

Start / end P/E

12.1x → 21.7x

EPS bridge

0.66 → 0.38

Residual

-33.7%

EPS growth-42.4%
Multiple rerating+79.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-33.7%

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.