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105630.KS$8520.00-1.50%
Fair $8520.00+0.0%

105630.KS

Hansae Co., Ltd.

Consumer Cyclical / Apparel ManufacturingKSE

$8520.00

-130.00 (-1.50%)

Fairly Valued+0.0%Fair Value $8520.00Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-3.2B · quality 40.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

34/100

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: 0unknown: 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.
Thesis & Journal · 105630.KSLocal privado en este navegador · Hansae 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

$335.5B

P/E

5.9x

↓

EV/EBITDA

4.0x

↓

ROE

7.8%

↑

Gross Margin

13.5%

↓

Debt/Equity

0.84

↑
52-Week Range$8520
$8510$15540

TradingView lightweight chart

105630.KS price, volumen y niveles de valoración

Último $8,520Periodo +183.6%
Fair value: $8,520

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

-4.1%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.94T · net income $57.26B · FCF $-48.91B

2022-FY → 2025-FY

Gross margin

13.5%-1.8% pts

Operating margin

4.3%-3.8% pts

Net margin

2.9%-0.9% pts

FCF margin

-2.5%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1941.78B$1941.78B$1797.80B$1708.76B$2204.76B
Net Income$57.26B$57.26B$58.04B$112.04B$85.64B
EBITDA$160.04B$160.04B$152.62B$199.45B$179.21B
EPS1454.001454.001474.002850.002182.00
Gross Margin13.5%13.5%17.2%18.8%15.3%
Operating Margin4.3%4.3%7.9%9.8%8.1%
Net Margin2.9%2.9%3.2%6.6%3.9%
Balance Sheet
Debt/Equity0.840.840.760.691.02
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-48.91B$-48.91B$-3.25B$145.16B$169.19B
Returns
ROE7.8%7.8%8.2%17.4%15.9%
Valuation
P/E5.865.869.366.966.81
EV/EBITDA4.004.006.635.775.35
P/B0.460.460.771.211.09
Growth & Yield
Revenue Growth8.0%8.0%5.2%-22.5%—
EPS Growth-1.4%-1.4%-48.3%30.6%—
Dividend Yield6.9%6.9%———

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

-19.6%

fácil

EPS terminal req.

$756.01

Spread vs growth

18.2%

5Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$914.77

Spread vs growth

7.5%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$1473.25

Spread vs growth

-1.5%

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 -10.7%

Total return

-10.7%

Start / end P/E

7.0x → 5.9x

EPS bridge

1474.00 → 1454.00

Residual

+0.2%

EPS growth-1.4%
Multiple rerating-16.5%
Dividend+6.9%
Residual / FX / buybacks / cross-term+0.2%

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.