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011390.KS$48300.00-2.23%
Fair $48300.00+0.0%

011390.KS

Busan Industrial Co., Ltd.

Basic Materials / Building MaterialsKSE

$48300.00

-1100.00 (-2.23%)

Fairly Valued+0.0%Fair Value $48300.00Fund rank 22/100 · Data gapFallback financials|
SA 12/F
F-Score: 2/9
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 16%

FCF escenarios

weak_data · normalized FCF $150.1M · 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 6/100Data 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

12/100

F

Piotroski

2/9

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 -2.7%, below the 5% threshold
Thesis & Journal · 011390.KSLocal privado en este navegador · Busan Industrial 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

$51.0B

P/E

N/A

•

EV/EBITDA

40.5x

↑

ROE

-2.7%

↓

Gross Margin

12.2%

↓

Debt/Equity

0.84

↑
52-Week Range$48300
$47400$124700

TradingView lightweight chart

011390.KS price, volumen y niveles de valoración

Último $48,300Periodo +809.6%
Fair value: $48,300

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

-11.0%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $107.53B · net income $-3.45B · FCF $-2.32B

2022-FY → 2025-FY

Gross margin

12.2%-1.6% pts

Operating margin

-2.6%-6.0% pts

Net margin

-3.2%-4.9% pts

FCF margin

-2.2%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$107.53B$107.53B$124.11B$140.48B$152.61B
Net Income$-3.45B$-3.45B$-2.74B$3.52B$2.59B
EBITDA$3.74B$3.74B$9.34B$15.63B$15.68B
EPS-3270.00-3270.00-2594.003333.002451.00
Gross Margin12.2%12.2%16.0%17.0%13.8%
Operating Margin-2.6%-2.6%2.7%5.5%3.4%
Net Margin-3.2%-3.2%-2.2%2.5%1.7%
Balance Sheet
Debt/Equity0.840.840.810.290.30
Current Ratio0.460.46———
Cash Flow
Free Cash Flow$-2.32B$-2.32B$4.96B$150.1M$-7.00B
Returns
ROE-2.7%-2.7%-2.1%2.7%4.5%
Valuation
P/E———18.9330.19
EV/EBITDA40.5240.5219.216.305.78
P/B0.400.400.630.511.35
Growth & Yield
Revenue Growth-13.4%-13.4%-11.7%-7.9%—
EPS Growth-26.1%-26.1%-177.8%36.0%—
Dividend Yield0.5%0.5%———

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 -52.0%

Total return

-52.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-2594.00 → -3270.00

Residual

-52.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-52.5%

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.