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1110.TW$14.60+0.00%
Fair $14.60+0.0%

1110.TW

Southeast Cement Co., Ltd.

Basic Materials / Building MaterialsTaiwan

$14.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.60Fund rank 25/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $14.7M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

36/100

D

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: 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. ROE is 2.2%, below the 5% threshold
Thesis & Journal · 1110.TWLocal privado en este navegador · Southeast Cement 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

$8.3B

P/E

40.6x

↑

EV/EBITDA

24.5x

↑

ROE

2.2%

↑

Gross Margin

15.0%

↓

Debt/Equity

0.28

↑
52-Week Range$15
$14$21

TradingView lightweight chart

1110.TW price, volumen y niveles de valoración

Último $14.60Periodo +60.3%
Fair value: $14.60

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

+16.7%

FCF CAGR

—

FCF margin

0.5%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.85B · net income $205.5M · FCF $14.7M

2022-FY → 2025-FY

Gross margin

15.0%+8.3% pts

Operating margin

8.5%+10.3% pts

Net margin

7.2%-1.1% pts

FCF margin

0.5%+28.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.85B$2.85B$2.87B$2.27B$1.79B
Net Income$205.5M$205.5M$348.5M$149.5M$149.0M
EBITDA$422.1M$422.1M$572.4M$322.3M$230.6M
EPS——0.610.260.26
Gross Margin15.0%15.0%18.2%9.0%6.8%
Operating Margin8.5%8.5%11.7%2.5%-1.8%
Net Margin7.2%7.2%12.1%6.6%8.3%
Balance Sheet
Debt/Equity0.280.280.240.230.30
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$14.7M$14.7M$148.9M$-169.6M$-493.8M
Returns
ROE2.2%2.2%3.7%1.7%1.7%
Valuation
P/E40.5640.5633.5272.3170.19
EV/EBITDA24.4824.4823.4238.6355.07
P/B0.880.881.241.201.21
Growth & Yield
Revenue Growth-0.7%-0.7%26.4%26.7%—
EPS Growth——134.6%0.0%—
Dividend Yield2.0%2.0%———

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 -25.5%

Total return

-25.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.61 → n/d

Residual

-27.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-27.5%

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.