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8490.HK$0.16-3.53%
Fair $0.16+0.0%

8490.HK

Niche-Tech Semiconductor Materials Limited

Technology / Semiconductor Equipment & MaterialsHKSE

$0.16

-0.01 (-3.53%)

Fairly Valued+0.0%Fair Value $0.16Fund rank 25/100 · Data gapFallback financials|
SA 28/D
F-Score: 1/9
Declining RevenueMargin CompressionLow 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-111.3M · quality 60.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

28/100

D

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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -27.4%, below the 5% threshold
Thesis & Journal · 8490.HKLocal privado en este navegador · Niche-Tech Semiconductor Materials 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

$116M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-27.4%

↓

Gross Margin

13.7%

↓

Debt/Equity

0.73

↑
52-Week Range$0
$0$0

TradingView lightweight chart

8490.HK price, volumen y niveles de valoración

Último $0.164Periodo -72.7%
Fair value: $0.164

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

-12.3%

FCF CAGR

—

FCF margin

-55.5%

FCF / Net income

2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $146.9M · net income $-38.8M · FCF $-81.6M

2022-FY → 2025-FY

Gross margin

13.7%-12.9% pts

Operating margin

-10.8%-16.8% pts

Net margin

-26.4%-30.4% pts

FCF margin

-55.5%-22.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$146.9M$146.9M$194.9M$212.6M$217.9M
Net Income$-38.8M$-38.8M$-43.1M$510000.00$8.6M
EBITDA$-29.6M$-29.6M$-28.3M$15.7M$21.8M
EPS——-0.060.000.01
Gross Margin13.7%13.7%18.0%25.8%26.6%
Operating Margin-10.8%-10.8%-6.6%4.5%6.0%
Net Margin-26.4%-26.4%-22.1%0.2%4.0%
Balance Sheet
Debt/Equity0.730.730.850.500.20
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$-81.6M$-81.6M$-111.3M$-143.7M$-72.3M
Returns
ROE-27.4%-27.4%-25.0%0.2%3.8%
Valuation
P/E———198.5724.18
EV/EBITDA———11.579.83
P/B0.820.820.650.440.91
Growth & Yield
Revenue Growth-24.6%-24.6%-8.3%-2.4%—
EPS Growth——-8828.6%-94.3%—

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 +19.7%

Total return

+19.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.06 → n/d

Residual

+19.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+19.7%

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.