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9963.HK$6.33+3.60%
Fair $6.33+0.0%

9963.HK

Transtech Optelecom Science Holdings Limited

Technology / Communication EquipmentHKSE

$6.33

+0.22 (+3.60%)

Fairly Valued+0.0%Fair Value $6.33Fund rank 26/100 · Data gapFallback financials|
SA 33/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-11.7M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

33/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -36.0%, below the 5% threshold
Thesis & Journal · 9963.HKLocal privado en este navegador · Transtech Optelecom Science 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

$1.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-36.0%

↓

Gross Margin

-5.4%

↓

Debt/Equity

0.09

↓
52-Week Range$6
$0$8

TradingView lightweight chart

9963.HK price, volumen y niveles de valoración

Último $6.330Periodo +276.8%
Fair value: $6.330

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

-25.5%

FCF CAGR

—

FCF margin

-12.1%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $96.2M · net income $-98.3M · FCF $-11.7M

2022-FY → 2025-FY

Gross margin

-5.4%-18.2% pts

Operating margin

-27.0%-31.1% pts

Net margin

-102.2%-71.7% pts

FCF margin

-12.1%-35.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$96.2M$96.2M$148.0M$174.2M$232.8M
Net Income$-98.3M$-98.3M$-94.8M$-64.2M$-70.8M
EBITDA$-101.6M$-101.6M$-84.1M$-54.1M$-48.9M
EPS-0.38-0.38-0.36-0.25-0.27
Gross Margin-5.4%-5.4%-0.2%10.0%12.8%
Operating Margin-27.0%-27.0%-14.8%-3.3%4.0%
Net Margin-102.2%-102.2%-64.1%-36.9%-30.4%
Balance Sheet
Debt/Equity0.090.090.070.080.11
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-11.7M$-11.7M$19.6M$-23.3M$54.2M
Returns
ROE-36.0%-36.0%-26.7%-14.3%-13.8%
Valuation
P/B6.036.030.250.210.22
Growth & Yield
Revenue Growth-35.0%-35.0%-15.0%-25.2%—
EPS Growth-3.6%-3.6%-47.7%9.3%—

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 +1588.0%

Total return

+1588.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.36 → -0.38

Residual

+1588.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1588.0%

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.