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6839.HK$0.11+3.85%
Fair $0.11+0.0%

6839.HK

Yunnan Water Investment Co., Limited

Utilities / Utilities - Regulated WaterHKSE

$0.11

+0.00 (+3.85%)

Fairly Valued+0.0%Fair Value $0.11Fund rank 23/100 · Data gapFallback financials|
SA 1/F
F-Score: 1/9
High DebtDeclining RevenueLow 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 14%

FCF escenarios

weak_data · normalized FCF $-172.8M · quality 40.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

1/100

F

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.55, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -22.0%, below the 5% threshold
Thesis & Journal · 6839.HKLocal privado en este navegador · Yunnan Water Investment Co., 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

$129M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-22.0%

↓

Gross Margin

7.3%

↓

Debt/Equity

2.55

↑
52-Week Range$0
$0$0

TradingView lightweight chart

6839.HK price, volumen y niveles de valoración

Último $0.108Periodo -98.5%
Fair value: $0.108

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

-14.5%

FCF CAGR

—

FCF margin

-7.3%

FCF / Net income

0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.37B · net income $-1.86B · FCF $-172.4M

2022-FY → 2025-FY

Gross margin

7.3%-12.6% pts

Operating margin

-33.5%-26.4% pts

Net margin

-78.3%-53.2% pts

FCF margin

-7.3%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.37B$2.37B$2.80B$3.12B$3.79B
Net Income$-1.86B$-1.86B$-1.74B$-688.1M$-952.8M
EBITDA$-302.4M$-302.4M$-387.8M$889.3M$1.17B
EPS-1.73-1.73-1.46-0.58-0.89
Gross Margin7.3%7.3%16.2%21.0%19.9%
Operating Margin-33.5%-33.5%-5.9%7.9%-7.0%
Net Margin-78.3%-78.3%-62.2%-22.1%-25.1%
Balance Sheet
Debt/Equity2.552.552.1015.6211.00
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$-172.4M$-172.4M$-172.8M$-185.5M$-659.7M
Returns
ROE-22.0%-22.0%-17.1%-34.6%-34.7%
Valuation
EV/EBITDA———34.2225.69
P/B0.020.020.020.150.16
Growth & Yield
Revenue Growth-15.3%-15.3%-10.2%-17.8%—
EPS Growth-18.6%-18.6%-152.7%35.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -40.0%

Total return

-40.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.46 → -1.73

Residual

-40.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.0%

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.