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046890.KQ$13930.00+0.94%
Fair $13930.00+0.0%

046890.KQ

Seoul Semiconductor Co., Ltd.

Technology / SemiconductorsKOSDAQ

$13930.00

+130.00 (+0.94%)

Fairly Valued+0.0%Fair Value $13930.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Low 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $40.1B · quality 59.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

38/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -8.3%, below the 5% threshold
Thesis & Journal · 046890.KQLocal privado en este navegador · Seoul Semiconductor 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

$785.4B

P/E

N/A

•

EV/EBITDA

15.4x

↑

ROE

-8.3%

↓

Gross Margin

20.2%

↓

Debt/Equity

0.22

↑
52-Week Range$13930
$5730$18960

TradingView lightweight chart

046890.KQ price, volumen y niveles de valoración

Último $13,930Periodo +610.7%
Fair value: $13,930

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

-3.0%

FCF CAGR

-25.5%

FCF margin

4.0%

FCF / Net income

-0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01T · net income $-51.41B · FCF $40.08B

2022-FY → 2025-FY

Gross margin

20.2%+2.9% pts

Operating margin

-3.1%-0.1% pts

Net margin

-5.1%-5.0% pts

FCF margin

4.0%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1013.52B$1013.52B$1090.49B$1032.38B$1109.43B
Net Income$-51.41B$-51.41B$-14.53B$-22.37B$-1.10B
EBITDA$56.12B$56.12B$88.98B$32.82B$63.10B
EPS-912.00-912.00-258.00-397.00-20.00
Gross Margin20.2%20.2%21.3%17.6%17.3%
Operating Margin-3.1%-3.1%-1.0%-4.8%-3.0%
Net Margin-5.1%-5.1%-1.3%-2.2%-0.1%
Balance Sheet
Debt/Equity0.220.220.320.320.36
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$40.08B$40.08B$10.13B$67.30B$97.04B
Returns
ROE-8.3%-8.3%-2.2%-3.3%-0.2%
Valuation
EV/EBITDA15.4315.436.1321.0811.85
P/B1.271.270.600.850.82
Growth & Yield
Revenue Growth-7.1%-7.1%5.6%-6.9%—
EPS Growth-253.5%-253.5%35.0%-1885.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +112.0%

Total return

+112.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-258.00 → -912.00

Residual

+112.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+112.0%

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.