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004910.KS$3435.00-0.58%
Fair $3435.00+0.0%

004910.KS

Chokwang Paint Ltd.

Basic Materials / Specialty ChemicalsKSE

$3435.00

-20.00 (-0.58%)

Fairly Valued+0.0%Fair Value $3435.00Fund rank 26/100 · Data gapFallback financials|
SA 14/F
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

14/100

F

Piotroski

3/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is -4.9%, below the 5% threshold
Thesis & Journal · 004910.KSLocal privado en este navegador · Chokwang Paint 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

$34.9B

P/E

N/A

•

EV/EBITDA

41.3x

↑

ROE

-4.9%

↓

Gross Margin

13.3%

↓

Debt/Equity

0.60

↑
52-Week Range$3435
$3360$6440

TradingView lightweight chart

004910.KS price, volumen y niveles de valoración

Último $3,435Periodo +502.6%
Fair value: $3,435

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

-8.0%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $202.67B · net income $-10.34B · FCF $-2.43B

2022-FY → 2025-FY

Gross margin

13.3%-0.6% pts

Operating margin

-9.6%-9.0% pts

Net margin

-5.1%-2.3% pts

FCF margin

-1.2%+12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$202.67B$202.67B$248.02B$252.82B$260.47B
Net Income$-10.34B$-10.34B$15.98B$4.76B$-7.25B
EBITDA$3.73B$3.73B$29.38B$20.36B$823.6M
EPS-1010.00-1010.001366.00424.00-714.00
Gross Margin13.3%13.3%19.2%18.2%13.9%
Operating Margin-9.6%-9.6%1.0%1.5%-0.6%
Net Margin-5.1%-5.1%6.4%1.9%-2.8%
Balance Sheet
Debt/Equity0.600.600.680.800.85
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$-2.43B$-2.43B$6.45B$1.91B$-34.26B
Returns
ROE-4.9%-4.9%8.4%2.7%-4.3%
Valuation
P/E——4.3114.72—
EV/EBITDA41.3141.316.449.64239.71
P/B0.170.170.360.400.43
Growth & Yield
Revenue Growth-18.3%-18.3%-1.9%-2.9%—
EPS Growth-173.9%-173.9%222.2%159.4%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -31.3%

Total return

-31.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1366.00 → -1010.00

Residual

-37.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term-37.1%

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.