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1218.TW$19.40+0.52%
Fair $19.40+0.0%

1218.TW

Taisun Enterprise Co., Ltd.

Consumer Defensive / Packaged FoodsTaiwan

$19.40

+0.10 (+0.52%)

Fairly Valued+0.0%Fair Value $19.40Fund rank 29/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9

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 19%

FCF escenarios

weak_data · normalized FCF $-576.8M · quality 51.3/100

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

49/100

C

Piotroski

6/9

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 · 1218.TWLocal privado en este navegador · Taisun Enterprise 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

$9.4B

P/E

14.9x

↓

EV/EBITDA

6.7x

↓

ROE

5.8%

↓

Gross Margin

17.7%

↓

Debt/Equity

0.02

↓
52-Week Range$19
$18$23

TradingView lightweight chart

1218.TW price, volumen y niveles de valoración

Último $19.40Periodo +174.7%
Fair value: $19.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.4%

FCF CAGR

—

FCF margin

10.8%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.68B · net income $742.4M · FCF $1.15B

2021-FY → 2024-FY

Gross margin

17.7%+2.3% pts

Operating margin

5.9%+3.8% pts

Net margin

6.9%+1.0% pts

FCF margin

10.8%+16.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$10.68B$10.68B$11.23B$11.07B$9.94B
Net Income$742.4M$742.4M$-80.9M$5.92B$591.8M
EBITDA$1.03B$1.03B$288.0M$6.34B$751.8M
EPS1.521.52-0.1711.961.21
Gross Margin17.7%17.7%13.8%13.1%15.4%
Operating Margin5.9%5.9%-0.6%-3.5%2.1%
Net Margin6.9%6.9%-0.7%53.5%6.0%
Balance Sheet
Debt/Equity0.020.020.000.140.30
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$1.15B$1.15B$-1.04B$-576.8M$-522.6M
Returns
ROE5.8%5.8%-0.7%47.1%8.5%
Valuation
P/E14.9214.92—2.7122.48
EV/EBITDA6.726.7230.681.4618.22
P/B0.740.740.881.281.90
Growth & Yield
Revenue Growth-4.9%-4.9%1.4%11.3%—
EPS Growth994.1%994.1%-101.4%888.4%—
Dividend Yield6.8%6.8%———

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

4.2%

fácil

EPS terminal req.

$1.72

Spread vs growth

989.9%

5Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$2.08

Spread vs growth

987.6%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$3.35

Spread vs growth

985.9%

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 -2.7%

Total return

-2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.17 → 1.52

Residual

-9.6%

EPS growthn/d
Multiple reratingn/d
Dividend+6.8%
Residual / FX / buybacks / cross-term-9.6%

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.