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1305.TW$13.10+1.95%
Fair $13.10+0.0%

1305.TW

China General Plastics Corporation

Basic Materials / Specialty ChemicalsTaiwan

$13.10

+0.25 (+1.95%)

Fairly Valued+0.0%Fair Value $13.10Fund rank 29/100 · Data gapFallback financials|
SA 18/F
F-Score: 1/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $-736.5M · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

18/100

F

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -11.9%, below the 5% threshold
Thesis & Journal · 1305.TWLocal privado en este navegador · China General Plastics Corporation
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

$7.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-11.9%

↓

Gross Margin

-3.8%

↓

Debt/Equity

0.88

↑
52-Week Range$13
$10$20

TradingView lightweight chart

1305.TW price, volumen y niveles de valoración

Último $13.10Periodo -25.0%
Fair value: $13.10

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

-19.4%

FCF CAGR

—

FCF margin

-22.8%

FCF / Net income

2.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.22B · net income $-919.0M · FCF $-2.10B

2022-FY → 2025-FY

Gross margin

-3.8%-7.6% pts

Operating margin

-13.7%-8.1% pts

Net margin

-10.0%-7.9% pts

FCF margin

-22.8%-19.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.22B$9.22B$11.09B$13.71B$17.64B
Net Income$-919.0M$-919.0M$-710.0M$341.9M$-370.2M
EBITDA$-389.0M$-389.0M$47.9M$1.31B$225.1M
EPS——-1.220.59-0.64
Gross Margin-3.8%-3.8%1.9%12.2%3.8%
Operating Margin-13.7%-13.7%-7.6%3.4%-5.6%
Net Margin-10.0%-10.0%-6.4%2.5%-2.1%
Balance Sheet
Debt/Equity0.880.880.690.500.38
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$-2.10B$-2.10B$-736.5M$-410.1M$-640.7M
Returns
ROE-11.9%-11.9%-8.1%3.6%-3.9%
Valuation
P/E———37.63—
EV/EBITDA——233.9412.6178.52
P/B0.990.990.771.351.63
Growth & Yield
Revenue Growth-16.8%-16.8%-19.1%-22.3%—
EPS Growth——-307.1%192.2%—
Dividend Yield1.2%1.2%———

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 +17.6%

Total return

+17.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.22 → n/d

Residual

+16.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+16.4%

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.