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8140.HK$0.12-3.88%
Fair $0.12+0.0%

8140.HK

8140.HK

Basic Materials / SteelHKSE

$0.12

-0.00 (-3.88%)

Fairly Valued+0.0%Fair Value $0.12Fund rank 35/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.4M · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

58/100

C

Piotroski

6/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 8140.HKLocal privado en este navegador · 8140.HK
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

$0

P/E

3.1x

↓

EV/EBITDA

1.0x

↓

ROE

19.2%

↑

Gross Margin

46.7%

↑

Debt/Equity

0.03

↓
52-Week Range$0
$0$0

TradingView lightweight chart

8140.HK price, volumen y niveles de valoración

Último $0.124Periodo -74.7%
Fair value: $0.124

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-0.2%

FCF CAGR

+50.2%

FCF margin

54.3%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.7M · net income $34.4M · FCF $54.7M

2021-FY → 2024-FY

Gross margin

46.7%+5.1% pts

Operating margin

32.0%+6.0% pts

Net margin

34.2%+12.8% pts

FCF margin

54.3%+38.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$100.7M$100.7M$106.7M$108.9M$101.3M
Net Income$34.4M$34.4M$20.8M$20.5M$21.6M
EBITDA$47.2M$47.2M$33.6M$33.4M$31.5M
EPS0.040.040.030.03—
Gross Margin46.7%46.7%43.8%37.9%41.6%
Operating Margin32.0%32.0%32.8%26.1%26.0%
Net Margin34.2%34.2%19.5%18.8%21.4%
Balance Sheet
Debt/Equity0.030.030.020.080.05
Current Ratio14.2414.24———
Cash Flow
Free Cash Flow$54.7M$54.7M$31.4M$9.8M$16.1M
Returns
ROE19.2%19.2%14.4%16.6%21.0%
Valuation
P/E3.103.103.924.67—
EV/EBITDA0.980.980.730.802.04
P/B0.550.550.570.781.27
Growth & Yield
Revenue Growth-5.6%-5.6%-2.1%7.5%—
EPS Growth65.4%65.4%1.2%——

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

-36.5%

fácil

EPS terminal req.

$0.01

Spread vs growth

101.9%

5Y implied EPS CAGR

-20.9%

fácil

EPS terminal req.

$0.01

Spread vs growth

86.3%

10Y implied EPS CAGR

-6.7%

fácil

EPS terminal req.

$0.02

Spread vs growth

72.1%

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 +18.1%

Total return

+18.1%

Start / end P/E

4.0x → 2.9x

EPS bridge

0.03 → 0.04

Residual

-18.7%

EPS growth+65.4%
Multiple rerating-28.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-18.7%

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.