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8239.HK$14.36-4.27%
Fair $14.36+0.0%

8239.HK

Capital Finance Holdings Limited

Financial Services / Credit ServicesHKSE

$14.36

-0.64 (-4.27%)

Fairly Valued+0.0%Fair Value $14.36Fund rank 23/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

26/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 6.82, above the 2.0 threshold ROE is -2.9%, below the 5% threshold
Thesis & Journal · 8239.HKLocal privado en este navegador · Capital Finance 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

$1.3B

P/E

N/A

•

EV/EBITDA

516.1x

↑

ROE

-294.0%

↓

Gross Margin

58.4%

↑

Debt/Equity

6.82

↑
52-Week Range$14
$1$16

TradingView lightweight chart

8239.HK price, volumen y niveles de valoración

Último $14.36Periodo -89.8%
Fair value: $14.36

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

-4.4%

FCF CAGR

-32.0%

FCF margin

68.8%

FCF / Net income

-0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.6M · net income $-31.9M · FCF $27.9M

2022-FY → 2025-FY

Gross margin

58.4%— pts

Operating margin

3.6%-6.7% pts

Net margin

-78.7%-62.3% pts

FCF margin

68.8%-121.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.6M$40.6M$18.9M$36.2M$46.5M
Net Income$-31.9M$-31.9M$-16.9M$-8.8M$-7.6M
EBITDA$2.6M$2.6M$-7.3M$15.6M$26.4M
EPS———-0.12-0.15
Gross Margin58.4%58.4%100.0%——
Operating Margin3.6%3.6%-50.7%11.9%10.3%
Net Margin-78.7%-78.7%-89.6%-24.3%-16.4%
Balance Sheet
Debt/Equity6.826.821.932.292.99
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$27.9M$27.9M$22.8M$52.7M$88.6M
Returns
ROE-294.0%-294.0%-42.8%-17.2%-12.7%
Valuation
EV/EBITDA516.14516.14—3.473.89
P/B124.07124.071.280.590.46
Growth & Yield
Revenue Growth115.2%115.2%-47.9%-22.1%—
EPS Growth———18.9%—

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 +2011.8%

Total return

+2011.8%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+2011.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2011.8%

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.