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1315.TW$62.30+1.14%
Fair $62.30+0.0%

1315.TW

Tahsin Industrial Corporation

Consumer Cyclical / Apparel ManufacturingTaiwan

$62.30

+0.70 (+1.14%)

Fairly Valued+0.0%Fair Value $62.30Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $60.8M · quality 57.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

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: 1unknown: 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. ROE is 1.5%, below the 5% threshold
Thesis & Journal · 1315.TWLocal privado en este navegador · Tahsin Industrial 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

$6.0B

P/E

39.7x

↑

EV/EBITDA

14.4x

↑

ROE

1.5%

↓

Gross Margin

14.5%

↓

Debt/Equity

0.02

↓
52-Week Range$62
$60$69

TradingView lightweight chart

1315.TW price, volumen y niveles de valoración

Último $62.30Periodo +201.4%
Fair value: $62.30

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

-5.1%

FCF CAGR

-58.0%

FCF margin

1.2%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $147.7M · FCF $26.3M

2022-FY → 2025-FY

Gross margin

14.5%-4.4% pts

Operating margin

-1.2%-7.6% pts

Net margin

6.5%-20.1% pts

FCF margin

1.2%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.28B$2.28B$2.15B$2.16B$2.67B
Net Income$147.7M$147.7M$205.6M$349.4M$708.2M
EBITDA$261.1M$261.1M$364.7M$456.2M$855.8M
EPS——2.153.667.41
Gross Margin14.5%14.5%13.5%16.3%18.9%
Operating Margin-1.2%-1.2%-3.3%0.5%6.4%
Net Margin6.5%6.5%9.6%16.2%26.5%
Balance Sheet
Debt/Equity0.020.020.030.030.03
Current Ratio9.429.42———
Cash Flow
Free Cash Flow$26.3M$26.3M$60.8M$412.6M$354.6M
Returns
ROE1.5%1.5%2.2%3.3%6.7%
Valuation
P/E39.6839.6832.1419.759.54
EV/EBITDA14.4414.4412.8410.855.91
P/B0.590.590.700.650.64
Growth & Yield
Revenue Growth6.3%6.3%-0.5%-19.2%—
EPS Growth——-41.3%-50.6%—
Dividend Yield7.2%7.2%———

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 +1.2%

Total return

+1.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.15 → n/d

Residual

-6.0%

EPS growthn/d
Multiple reratingn/d
Dividend+7.2%
Residual / FX / buybacks / cross-term-6.0%

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.