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8080.HK$0.44-1.12%
Fair $0.44+0.0%

8080.HK

North Asia Strategic Holdings Limited

Industrials / Industrial DistributionHKSE

$0.44

-0.00 (-1.12%)

Fairly Valued+0.0%Fair Value $0.44Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 7/9
Low 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 21%

FCF escenarios

weak_data · normalized FCF $-66.9M · quality 57.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

37/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -0.6%, below the 5% threshold
Thesis & Journal · 8080.HKLocal privado en este navegador · North Asia Strategic 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

$200M

P/E

44.0x

↑

EV/EBITDA

-0.8x

↓

ROE

-0.6%

↓

Gross Margin

21.0%

↓

Debt/Equity

0.04

↓
52-Week Range$0
$0$1

TradingView lightweight chart

8080.HK price, volumen y niveles de valoración

Último $0.440Periodo -99.0%
Fair value: $0.440

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

-17.5%

FCF CAGR

—

FCF margin

-4.9%

FCF / Net income

8.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.38B · net income $-7.9M · FCF $-66.9M

2022-FY → 2025-FY

Gross margin

21.0%+4.8% pts

Operating margin

0.2%-3.8% pts

Net margin

-0.6%-3.8% pts

FCF margin

-4.9%+10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.38B$1.38B$1.31B$2.27B$2.45B
Net Income$-7.9M$-7.9M$-48.7M$1.1M$79.8M
EBITDA$82.2M$82.2M$27.9M$74.4M$173.3M
EPS-0.02-0.02-0.110.000.22
Gross Margin21.0%21.0%15.7%14.7%16.2%
Operating Margin0.2%0.2%-5.3%-0.5%4.0%
Net Margin-0.6%-0.6%-3.7%0.0%3.3%
Balance Sheet
Debt/Equity0.040.040.040.050.06
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$-66.9M$-66.9M$-119.8M$-48.8M$-382.5M
Returns
ROE-0.6%-0.6%-3.5%0.1%5.5%
Valuation
P/E44.0044.00—101.673.11
EV/EBITDA-0.82-0.82-6.57-3.04-0.88
P/B0.150.150.070.090.17
Growth & Yield
Revenue Growth5.4%5.4%-42.4%-7.3%—
EPS Growth84.1%84.1%-3666.7%-98.6%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +91.3%

Total return

+91.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.11 → -0.02

Residual

+91.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+91.3%

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.