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8509.HK$0.60-1.64%
Fair $0.60+0.0%

8509.HK

Wine's Link International Holdings Limited

Consumer Defensive / Beverages - Wineries & DistilleriesHKSE

$0.60

-0.01 (-1.64%)

Fairly Valued+0.0%Fair Value $0.60Fund rank 27/100 · Data gapFallback financials|
SA 62/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 18%

FCF escenarios

weak_data · normalized FCF $21.9M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

62/100

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 · 8509.HKLocal privado en este navegador · Wine's Link International 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

$240M

P/E

6.7x

↓

EV/EBITDA

3.7x

↓

ROE

11.8%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.41

↑
52-Week Range$1
$0$1

TradingView lightweight chart

8509.HK price, volumen y niveles de valoración

Último $0.600Periodo -25.0%
Fair value: $0.600

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

+18.9%

FCF CAGR

—

FCF margin

35.5%

FCF / Net income

3.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $374.0M · net income $39.8M · FCF $132.8M

2022-FY → 2025-FY

Gross margin

23.0%-7.0% pts

Operating margin

15.3%+3.7% pts

Net margin

10.6%+1.1% pts

FCF margin

35.5%+39.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$374.0M$374.0M$216.6M$147.7M$222.4M
Net Income$39.8M$39.8M$31.2M$16.6M$21.2M
EBITDA$66.5M$66.5M$57.9M$37.7M$37.6M
EPS0.100.100.080.040.05
Gross Margin23.0%23.0%35.4%40.4%29.9%
Operating Margin15.3%15.3%22.8%17.9%11.6%
Net Margin10.6%10.6%14.4%11.2%9.6%
Balance Sheet
Debt/Equity0.410.410.450.550.53
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$132.8M$132.8M$21.9M$6.8M$-8.8M
Returns
ROE11.8%11.8%10.5%6.3%8.6%
Valuation
P/E6.676.675.908.197.63
EV/EBITDA3.733.735.457.307.67
P/B0.720.720.620.510.65
Growth & Yield
Revenue Growth72.7%72.7%46.6%-33.6%—
EPS Growth27.4%27.4%88.0%-21.8%—

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

-18.8%

fácil

EPS terminal req.

$0.05

Spread vs growth

46.2%

5Y implied EPS CAGR

-8.3%

fácil

EPS terminal req.

$0.06

Spread vs growth

35.7%

10Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$0.10

Spread vs growth

27.0%

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 +15.4%

Total return

+15.4%

Start / end P/E

6.7x → 6.0x

EPS bridge

0.08 → 0.10

Residual

-2.6%

EPS growth+27.4%
Multiple rerating-9.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.6%

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.