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HK Equities · Finance research note

HKEX 8473 - Mi Ming Mart Holdings Ltd.

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2. Company Fundamentals

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.) 36.10%
Risk / Std Dev (Ann.) 57.82%

Price Snapshot:

Metric Value
Last Price 0.120 HKD
Day Change 0.000 (+0.00%)

DuPont Model Analysis

The DuPont model decomposes return on equity (ROE) into three operating and capital-structure drivers:

ROE = Net Margin × Asset Turnover × Equity Multiplier

The comparison uses the latest two comparable annual periods available for the issuer, with reported statement amounts shown in HK$. Revenue and net income are income-statement flows; total assets and shareholders’ equity are year-end balance-sheet figures. This is a simplified year-end-balance DuPont comparison rather than an average-balance ROE calculation.

DuPont component Calculation FY2026 FY2025
Revenue Reported revenue HK$119.91M HK$118.74M
Net income Reported net income HK$12.46M HK$5.08M
Total assets Year-end reported balance HK$99.26M HK$154.63M
Shareholders’ equity Year-end reported balance HK$76.50M HK$104.31M
Net margin Net income ÷ revenue 10.39% 4.28%
Asset turnover Revenue ÷ total assets 1.2079x 0.7679x
Equity multiplier Total assets ÷ shareholders’ equity 1.2977x 1.4824x
ROE Net margin × asset turnover × equity multiplier 16.29% 4.87%

Source: Yahoo Finance annual statements. Values are based on the two latest comparable annual periods returned by the source; fiscal period labels use the statement period-end year.

2.5 FCFF DCF Valuation

Valuation basis: This research model follows a five-year, unlevered FCFF DCF. It starts from reported annual operating inputs, forecasts revenue and operating cash conversion under an explicit mechanical policy, discounts FCFF at WACC, applies a Gordon-growth terminal value, and bridges enterprise value to an indicative common-equity value per share. It is an analytical estimate rather than a recommendation or personalised target price.

Step 1 — Forecast Operating Profit and NOPAT

Reported operating input Value
Revenue HK$119.91M
Prior annual revenue HK$118.74M
EBIT HK$12.99M
Tax rate 0.20%
NOPAT = EBIT × (1 − tax rate) HK$12.96M
Forecast start-growth basis 0.98%
Forecast policy latest reported annual revenue growth, bounded to -10.00% / 15.00%

Step 2 — Calculate FCFF

Current FCFF building block Value
NOPAT HK$12.96M
Add: depreciation & amortisation HK$12.53M
Less: capital expenditure -HK$316,000.00
Less/(add): working-capital cash-flow movement -HK$1.50M
Current unlevered FCFF HK$23.67M

Explicit FCFF forecast

Forecast year Revenue growth NOPAT D&A Capex Change in NWC FCFF Present value
1 0.98% HK$13.09M HK$12.65M -HK$319,100.39 -HK$1.52M HK$23.90M HK$23.17M
2 1.36% HK$13.27M HK$12.82M -HK$3.45M -HK$1.54M HK$21.10M HK$19.24M
3 1.74% HK$13.50M HK$13.04M -HK$6.69M -HK$1.57M HK$18.29M HK$15.68M
4 2.12% HK$13.78M HK$13.32M -HK$10.07M -HK$1.60M HK$15.43M HK$12.44M
5 2.50% HK$14.13M HK$13.65M -HK$13.65M -HK$1.64M HK$12.49M HK$9.47M

Step 3 — Determine the Discount Rate (WACC)

WACC input Value
Risk-free rate 4.71%
Equity risk premium assumption 5.50%
Beta 0.31
Cost of equity 6.41%
Pre-tax cost of debt 5.60%
WACC 6.35%
WACC validation requires assumption review

Step 4 — Estimate Terminal Value

Terminal-value input Value
Perpetuity growth rate 2.50%
Terminal value HK$332.49M
Implied terminal EV / EBITDA 11.96x
Terminal value as % of enterprise value 75.34%

Step 5 — Discount Cash Flows to Enterprise Value

Enterprise-value component Value
Present value of explicit FCFF HK$80.00M
Present value of terminal value HK$244.39M
Indicated enterprise value HK$324.39M
Discounting convention mid-year for explicit FCFF; terminal value discounted at year-end five

Step 6 — Convert Enterprise Value to Equity Value

Equity bridge Value
Indicated enterprise value HK$324.39M
Less: gross interest-bearing debt HK$10.05M
Add: cash and equivalents HK$37.66M
Add: affiliate investments HK$0.00
Less: minority interests HK$0.00
Indicated common equity value HK$352.00M

Step 7 — Calculate Indicative Value Per Share

Per-share output Value
Shares used 1,120,000,000.00
Share-count basis reported shares outstanding; option/RSU dilution data not separately available
Current market price HK$0.12
DCF indicative value per share HK$0.31
Indicative value vs. market price 168.62%

Model Integrity Checks

Check Result
Perpetuity growth is below the risk-free rate pass
Perpetuity growth is below WACC pass
WACC is within the configured operating-company range review required
Terminal-year FCFF is positive pass
Terminal capex converges to D&A pass
Terminal-value concentration within review band
Implied price differs from spot by more than 30% review required

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks 4/4 evidenced checks
Lynch-inspired balance-and-growth checks 4/4 evidenced checks

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:14:51.625081 UTC; latest reported fiscal period: 2026-03-31 00:00:00. Default assumptions: five-year forecast, mid-year discounting for explicit FCFF, a maximum 2.50% perpetuity-growth rate below both WACC and the risk-free rate, historical operating-ratio persistence, and capex convergence to D&A by year five. No sell-side consensus or management guidance is substituted for reported inputs. This is research and analysis only, not personalized financial advice.

2.7 Quantitative Factor Diagnostics

Model basis: Daily issuer USD excess returns are regressed in-sample using ordinary least squares on matching regional Fama–French factors. FF3 estimates market, size, and value loadings; FF5 adds profitability and investment. Coefficients are descriptive historical exposures, not predictions.

Estimation input Value
Regional factor set Asia Pacific ex Japan
Factor-return currency USD
Issuer-return basis USD adjusted total return
Estimation window 2025-08-20 to 2026-06-30
Aligned daily observations 210
Minimum observation requirement 120
Currency conversion for HK listings HKD adjusted close divided by daily USD/HKD close before simple daily return calculation

Fama–French Three-Factor and Five-Factor Results

Diagnostic FF3 FF5
Annualised alpha -9.21% -9.48%
Adjusted R² 0.00 0.01
Annualised residual volatility 38.57% 38.22%
Factor loading (t-statistic) FF3 FF5
Market excess return (Mkt-RF) 0.38 (1.73) 0.50 (2.13)
Size (SMB) -0.05 (-0.16) 0.20 (0.50)
Value (HML) 0.21 (0.69) -0.06 (-0.17)
Profitability (RMW) NM -0.54 (-1.26)
Investment (CMA) NM 0.69 (1.42)

Definitions: Mkt-RF is the market return less the risk-free rate; SMB is small minus big; HML is high minus low book-to-market; RMW is robust minus weak profitability; CMA is conservative minus aggressive investment. Factor returns are sourced from the Kenneth R. French Data Library; issuer adjusted-return history is sourced from Yahoo Finance. For Hong Kong listings, adjusted HKD prices are converted into USD with daily USD/HKD closes before return calculation to match the USD regional factor basis. This is an in-sample historical regression; coefficients and t-statistics do not establish causation or predict future returns. This is research and analysis only, not personalized financial advice.

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