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002030.KS$185100.00-8.37%
Fair $185100.00+0.0%

002030.KS

ASIA Holdings CO., Ltd.

Basic Materials / Building MaterialsKSE

$185100.00

-16900.00 (-8.37%)

Fairly Valued+0.0%Fair Value $185100.00Fund rank 29/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Declining RevenueLow 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 $72.3B · quality 48.3/100

Data gap 29/100
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

36/100

D

Piotroski

4/9

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. Revenue has declined for 2 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · 002030.KSLocal privado en este navegador · ASIA Holdings CO., Ltd.
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

$303.8B

P/E

9.9x

↓

EV/EBITDA

3.9x

↓

ROE

2.6%

↑

Gross Margin

17.8%

↓

Debt/Equity

0.67

↑
52-Week Range$185100
$184500$402000

TradingView lightweight chart

002030.KS price, volumen y niveles de valoración

Último $185,100Periodo +1542.0%
Fair value: $185,100

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

-3.1%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88T · net income $30.95B · FCF $-50.00B

2022-FY → 2025-FY

Gross margin

17.8%-3.9% pts

Operating margin

5.9%-5.4% pts

Net margin

1.6%-2.4% pts

FCF margin

-2.7%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1884.46B$1884.46B$2007.42B$2115.89B$2072.30B
Net Income$30.95B$30.95B$62.15B$93.33B$84.02B
EBITDA$244.31B$244.31B$309.49B$378.23B$360.13B
EPS18725.0018725.0037523.0056197.0047441.00
Gross Margin17.8%17.8%19.9%21.8%21.7%
Operating Margin5.9%5.9%8.6%11.4%11.3%
Net Margin1.6%1.6%3.1%4.4%4.1%
Balance Sheet
Debt/Equity0.670.670.690.710.79
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$-50.00B$-50.00B$72.34B$81.07B$76.74B
Returns
ROE2.6%2.6%5.4%8.7%8.6%
Valuation
P/E9.899.896.253.252.77
EV/EBITDA3.853.853.012.112.22
P/B0.260.260.340.280.24
Growth & Yield
Revenue Growth-6.1%-6.1%-5.1%2.1%—
EPS Growth-50.1%-50.1%-33.2%18.5%—
Dividend Yield3.0%3.0%———

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

-4.3%

fácil

EPS terminal req.

$16424.54

Spread vs growth

-45.8%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$19873.69

Spread vs growth

-51.3%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$32006.78

Spread vs growth

-55.6%

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 -26.6%

Total return

-26.6%

Start / end P/E

7.0x → 9.9x

EPS bridge

37523.00 → 18725.00

Residual

-20.6%

EPS growth-50.1%
Multiple rerating+41.0%
Dividend+3.0%
Residual / FX / buybacks / cross-term-20.6%

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.