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069260.KS$16470.00-0.66%
Fair $16470.00+0.0%

069260.KS

TKG Huchems Co., Ltd.

Basic Materials / ChemicalsKSE

$16470.00

-110.00 (-0.66%)

Fairly Valued+0.0%Fair Value $16470.00Fund rank 29/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $90.4B · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

52/100

C

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: 0unknown: 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.
Thesis & Journal · 069260.KSLocal privado en este navegador · TKG Huchems 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

$632.0B

P/E

10.6x

↓

EV/EBITDA

3.6x

↓

ROE

6.6%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.05

↓
52-Week Range$16470
$15770$21550

TradingView lightweight chart

069260.KS price, volumen y niveles de valoración

Último $16,470Periodo +739.6%
Fair value: $16,470

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

—

FCF margin

8.0%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13T · net income $59.91B · FCF $90.44B

2022-FY → 2025-FY

Gross margin

10.8%-1.9% pts

Operating margin

5.8%-3.7% pts

Net margin

5.3%-1.3% pts

FCF margin

8.0%+11.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1127.69B$1127.69B$1188.24B$1052.69B$1235.84B
Net Income$59.91B$59.91B$77.66B$134.78B$81.71B
EBITDA$138.48B$138.48B$148.54B$178.16B$133.31B
EPS1561.001561.002024.003512.002129.00
Gross Margin10.8%10.8%10.8%15.8%12.7%
Operating Margin5.8%5.8%6.8%11.5%9.5%
Net Margin5.3%5.3%6.5%12.8%6.6%
Balance Sheet
Debt/Equity0.050.050.070.030.05
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$90.44B$90.44B$45.52B$107.31B$-47.80B
Returns
ROE6.6%6.6%8.9%16.0%11.0%
Valuation
P/E10.5510.558.635.899.07
EV/EBITDA3.643.644.734.215.57
P/B0.700.700.770.951.00
Growth & Yield
Revenue Growth-5.1%-5.1%12.9%-14.8%—
EPS Growth-22.9%-22.9%-42.4%65.0%—
Dividend Yield6.1%6.1%———

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

-2.2%

fácil

EPS terminal req.

$1461.44

Spread vs growth

-20.7%

5Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$1768.34

Spread vs growth

-25.4%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$2847.93

Spread vs growth

-29.1%

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 +8.5%

Total return

+8.5%

Start / end P/E

7.9x → 10.6x

EPS bridge

2024.00 → 1561.00

Residual

-7.5%

EPS growth-22.9%
Multiple rerating+32.8%
Dividend+6.1%
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.