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1440.TW$12.95+3.19%
Fair $12.95+0.0%

1440.TW

Tainan Spinning Co., Ltd.

Consumer Cyclical / Textile ManufacturingTaiwan

$12.95

+0.40 (+3.19%)

Fairly Valued+0.0%Fair Value $12.95Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 6/9
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 17%

FCF escenarios

weak_data · normalized FCF $74.4M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

26/100

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -0.9%, below the 5% threshold
Thesis & Journal · 1440.TWLocal privado en este navegador · Tainan Spinning 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

$21.5B

P/E

N/A

•

EV/EBITDA

24.3x

↑

ROE

-0.9%

↓

Gross Margin

7.3%

↓

Debt/Equity

0.41

↓
52-Week Range$13
$11$15

TradingView lightweight chart

1440.TW price, volumen y niveles de valoración

Último $12.95Periodo +99.8%
Fair value: $12.95

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

-13.1%

FCF CAGR

+8.4%

FCF margin

16.8%

FCF / Net income

-9.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.42B · net income $-248.0M · FCF $2.42B

2022-FY → 2025-FY

Gross margin

7.3%-3.7% pts

Operating margin

-4.1%-5.8% pts

Net margin

-1.7%-7.0% pts

FCF margin

16.8%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.42B$14.42B$17.19B$19.45B$21.97B
Net Income$-248.0M$-248.0M$-558.1M$2.10B$1.16B
EBITDA$1.14B$1.14B$868.5M$3.39B$2.65B
EPS-0.15-0.15-0.341.270.70
Gross Margin7.3%7.3%5.1%3.1%11.0%
Operating Margin-4.1%-4.1%-5.0%-6.4%1.7%
Net Margin-1.7%-1.7%-3.2%10.8%5.3%
Balance Sheet
Debt/Equity0.410.410.430.500.53
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$2.42B$2.42B$74.4M$-1.07B$1.90B
Returns
ROE-0.9%-0.9%-1.9%7.1%4.2%
Valuation
P/E———12.5224.00
EV/EBITDA24.2824.2835.489.5213.64
P/B0.770.770.790.901.01
Growth & Yield
Revenue Growth-16.1%-16.1%-11.6%-11.5%—
EPS Growth55.9%55.9%-126.8%81.4%—
Dividend Yield2.3%2.3%———

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 -6.5%

Total return

-6.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.34 → -0.15

Residual

-8.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term-8.8%

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.