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003535.KS$6850.00-3.93%
Fair $6850.00+0.0%

003535.KS

Hanwha Investment & Securities Co., Ltd.

Financial Services / Capital MarketsKSE

$6850.00

-280.00 (-3.93%)

Fairly Valued+0.0%Fair Value $6850.00Fund rank 19/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 6.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 1/100Data 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

35/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 4.9%, below the 5% threshold
Thesis & Journal · 003535.KSLocal privado en este navegador · Hanwha Investment & Securities 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

$1.49T

P/E

14.7x

↑

EV/EBITDA

N/A

•

ROE

4.9%

↓

Gross Margin

N/A

•

Debt/Equity

1.74

↑
52-Week Range$6850
$6300$16920

TradingView lightweight chart

003535.KS price, volumen y niveles de valoración

Último $6,850Periodo +19.8%
Fair value: $6,850

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

+15.9%

FCF CAGR

—

FCF margin

-154.4%

FCF / Net income

-7.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $482.40B · net income $102.01B · FCF $-744.75B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

21.1%+38.9% pts

FCF margin

-154.4%-280.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$482.40B$482.40B$290.50B$310.93B$309.83B
Net Income$102.01B$102.01B$38.89B$9.30B$-54.87B
EPS467.00467.00177.0042.00-251.00
Net Margin21.1%21.1%13.4%3.0%-17.7%
Balance Sheet
Debt/Equity1.741.742.022.132.00
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$-744.75B$-744.75B$-926.46B$-1115.41B$389.06B
Returns
ROE4.9%4.9%2.3%0.6%-3.5%
Valuation
P/E14.6714.6740.11221.19—
P/B0.720.720.911.310.71
Growth & Yield
Revenue Growth66.1%66.1%-6.6%0.4%—
EPS Growth163.8%163.8%321.4%116.7%—

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

9.2%

razonable

EPS terminal req.

$607.82

Spread vs growth

154.7%

5Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$735.47

Spread vs growth

154.3%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$1184.48

Spread vs growth

154.1%

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 +6.9%

Total return

+6.9%

Start / end P/E

36.2x → 14.7x

EPS bridge

177.00 → 467.00

Residual

-97.5%

EPS growth+163.8%
Multiple rerating-59.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-97.5%

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.