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v0.1
8162.HK$0.58+1.75%
Fair $0.58+0.0%

8162.HK

Loco Hong Kong Holdings Limited

Industrials / ConglomeratesHKSE

$0.58

+0.01 (+1.75%)

Fairly Valued+0.0%Fair Value $0.58Fund rank 29/100 · Data gapFallback financials|
SA 63/B
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $5.4M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

63/100

B

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: 0unknown: 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.
Thesis & Journal · 8162.HKLocal privado en este navegador · Loco Hong Kong 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

$577M

P/E

8.3x

↓

EV/EBITDA

5.4x

↓

ROE

29.8%

↑

Gross Margin

0.5%

↓

Debt/Equity

0.01

↓
52-Week Range$1
$0$1

TradingView lightweight chart

8162.HK price, volumen y niveles de valoración

Último $0.580Periodo -59.2%
Fair value: $0.580

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

+643.2%

FCF CAGR

—

FCF margin

1.8%

FCF / Net income

5.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.84B · net income $64.9M · FCF $352.9M

2022-FY → 2025-FY

Gross margin

0.5%-1.8% pts

Operating margin

0.4%+37.8% pts

Net margin

0.3%+46.0% pts

FCF margin

1.8%+59.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.84B$19.84B$15.15B$10.74B$48.3M
Net Income$64.9M$64.9M$32.1M$17.4M$-22.1M
EBITDA$95.4M$95.4M$52.9M$31.0M$-19.1M
EPS——0.040.02-0.03
Gross Margin0.5%0.5%0.5%0.4%2.3%
Operating Margin0.4%0.4%0.3%0.3%-37.4%
Net Margin0.3%0.3%0.2%0.2%-45.7%
Balance Sheet
Debt/Equity0.010.010.440.720.80
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$352.9M$352.9M$5.4M$1.2M$-27.8M
Returns
ROE29.8%29.8%45.7%43.5%-94.8%
Valuation
P/E8.298.2914.698.95—
EV/EBITDA5.405.409.115.44—
P/B2.652.656.723.907.48
Growth & Yield
Revenue Growth31.0%31.0%41.0%22118.2%—
EPS Growth——84.8%178.9%—

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 +7.4%

Total return

+7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → n/d

Residual

+7.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+7.4%

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.