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v0.1
120240.KQ$13750.00-1.36%
Fair $13750.00+0.0%

120240.KQ

Daejung Chemicals & Metals Co., Ltd.

Unknown / UnknownKOSDAQ

$13750.00

-190.00 (-1.36%)

Fairly Valued+0.0%Fair Value $13750.00Fund rank 36/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.0B · quality 77.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

7/9

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 · 120240.KQLocal privado en este navegador · Daejung Chemicals & Metals 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

$98.6B

P/E

7.3x

↓

EV/EBITDA

3.7x

↓

ROE

7.4%

↑

Gross Margin

20.9%

↓

Debt/Equity

0.04

↓
52-Week Range$13750
$12030$15250

TradingView lightweight chart

120240.KQ price, volumen y niveles de valoración

Último $13,750Periodo +63.3%
Fair value: $13,750

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

+3.8%

FCF CAGR

+3.0%

FCF margin

7.9%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $108.08B · net income $13.55B · FCF $8.48B

2022-FY → 2025-FY

Gross margin

20.9%-1.2% pts

Operating margin

10.3%-1.7% pts

Net margin

12.5%-1.7% pts

FCF margin

7.9%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$108.08B$108.08B$92.30B$93.28B$96.61B
Net Income$13.55B$13.55B$9.68B$12.96B$13.74B
EBITDA$20.37B$20.37B$15.57B$16.54B$19.15B
EPS1889.001889.001350.001807.001916.00
Gross Margin20.9%20.9%20.8%22.8%22.1%
Operating Margin10.3%10.3%9.2%11.8%12.0%
Net Margin12.5%12.5%10.5%13.9%14.2%
Balance Sheet
Debt/Equity0.040.040.050.060.06
Cash Flow
Free Cash Flow$8.48B$8.48B$12.03B$13.43B$7.76B
Returns
ROE7.4%7.4%5.6%7.8%9.4%
Valuation
P/E7.287.289.699.408.51
EV/EBITDA3.673.675.287.285.11
P/B0.540.540.540.730.80
Growth & Yield
Revenue Growth17.1%17.1%-1.0%-3.4%—
EPS Growth39.9%39.9%-25.3%-5.7%—

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

-13.6%

fácil

EPS terminal req.

$1220.08

Spread vs growth

53.5%

5Y implied EPS CAGR

-4.8%

fácil

EPS terminal req.

$1476.30

Spread vs growth

44.7%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$2377.60

Spread vs growth

37.6%

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 +1.1%

Total return

+1.1%

Start / end P/E

10.1x → 7.3x

EPS bridge

1350.00 → 1889.00

Residual

-11.1%

EPS growth+39.9%
Multiple rerating-27.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.1%

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.