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010640.KS$1778.00-0.17%
Fair $1778.00+0.0%

010640.KS

Chinyang Poly Urethane Co.,Ltd

Basic Materials / Specialty ChemicalsKSE

$1778.00

-3.00 (-0.17%)

Fairly Valued+0.0%Fair Value $1778.00Fund rank 22/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
Declining Revenue

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 16%

FCF escenarios

weak_data · normalized FCF $-3.6B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

25/100

D

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: 1unknown: 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 2 consecutive years
Thesis & Journal · 010640.KSLocal privado en este navegador · Chinyang Poly Urethane 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

$29.7B

P/E

13.1x

↓

EV/EBITDA

14.9x

↑

ROE

5.1%

↑

Gross Margin

15.8%

↓

Debt/Equity

1.12

↑
52-Week Range$1778
$1700$5260

TradingView lightweight chart

010640.KS price, volumen y niveles de valoración

Último $1,778Periodo +632.7%
Fair value: $1,778

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

-4.0%

FCF CAGR

—

FCF margin

-37.4%

FCF / Net income

-10.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.63B · net income $1.62B · FCF $-17.46B

2022-FY → 2025-FY

Gross margin

15.8%-0.3% pts

Operating margin

3.9%-2.3% pts

Net margin

3.5%-3.1% pts

FCF margin

-37.4%-44.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.63B$46.63B$54.04B$54.51B$52.72B
Net Income$1.62B$1.62B$3.16B$3.66B$3.49B
EBITDA$3.82B$3.82B$6.26B$6.49B$5.58B
EPS135.79135.79264.86306.77292.52
Gross Margin15.8%15.8%17.7%17.3%16.0%
Operating Margin3.9%3.9%7.3%7.3%6.2%
Net Margin3.5%3.5%5.9%6.7%6.6%
Balance Sheet
Debt/Equity1.121.120.510.330.21
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$-17.46B$-17.46B$-3.58B$-1.08B$3.67B
Returns
ROE5.1%5.1%9.7%11.4%11.4%
Valuation
P/E13.0913.0927.5620.8315.43
EV/EBITDA14.8914.8916.4313.1710.78
P/B0.670.672.662.371.76
Growth & Yield
Revenue Growth-13.7%-13.7%-0.9%3.4%—
EPS Growth-48.7%-48.7%-13.7%4.9%—
Dividend Yield4.7%4.7%———

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

5.1%

razonable

EPS terminal req.

$157.77

Spread vs growth

-53.9%

5Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$190.90

Spread vs growth

-55.8%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$307.44

Spread vs growth

-57.2%

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 -51.9%

Total return

-51.9%

Start / end P/E

15.5x → 13.1x

EPS bridge

264.86 → 135.79

Residual

+7.5%

EPS growth-48.7%
Multiple rerating-15.3%
Dividend+4.7%
Residual / FX / buybacks / cross-term+7.5%

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.