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v0.1
6090.HK$38.88+0.16%
Fair $38.88+0.0%

6090.HK

Butong Group

Consumer Defensive / Household & Personal ProductsHKSE

$38.88

+0.06 (+0.16%)

Fairly Valued+0.0%Fair Value $38.88Fund rank 36/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $67.9M · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

45/100

C

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: 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 · 6090.HKLocal privado en este navegador · Butong Group
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

$3.5B

P/E

33.2x

↑

EV/EBITDA

9.7x

↑

ROE

6.0%

↓

Gross Margin

49.5%

↑

Debt/Equity

0.02

↓
52-Week Range$39
$33$143

TradingView lightweight chart

6090.HK price, volumen y niveles de valoración

Último $38.06Periodo -62.9%
Fair value: $38.88

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

+41.8%

FCF CAGR

+44.1%

FCF margin

3.0%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.45B · net income $65.2M · FCF $43.9M

2022-FY → 2025-FY

Gross margin

49.5%+1.8% pts

Operating margin

9.4%+6.8% pts

Net margin

4.5%+8.7% pts

FCF margin

3.0%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.45B$1.45B$1.25B$852.1M$507.2M
Net Income$65.2M$65.2M$58.5M$27.2M$-21.2M
EBITDA$169.5M$169.5M$167.6M$110.6M$33.9M
EPS1.011.010.640.30-0.23
Gross Margin49.5%49.5%50.4%50.2%47.7%
Operating Margin9.4%9.4%11.2%10.1%2.5%
Net Margin4.5%4.5%4.7%3.2%-4.2%
Balance Sheet
Debt/Equity0.020.02-1.28-0.39-0.47
Current Ratio3.303.30———
Cash Flow
Free Cash Flow$43.9M$43.9M$94.2M$67.9M$14.7M
Returns
ROE6.0%6.0%-136.8%-24.3%14.7%
Valuation
P/E33.2333.23———
EV/EBITDA9.729.72———
P/B2.292.29———
Growth & Yield
Revenue Growth15.8%15.8%46.6%68.0%—
EPS Growth56.6%56.6%114.9%228.2%—

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

50.6%

muy exigente

EPS terminal req.

$3.45

Spread vs growth

6.0%

5Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$4.17

Spread vs growth

23.8%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$6.72

Spread vs growth

35.8%

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 · available periodreconcilia total -62.9%

Total return

-62.9%

Start / end P/E

159.0x → 37.7x

EPS bridge

0.64 → 1.01

Residual

-43.2%

EPS growth+56.6%
Multiple rerating-76.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-43.2%

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.