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1466.TW$14.35+1.06%
Fair $14.35+0.0%

1466.TW

Acelon Chemicals & Fiber Corporation

Consumer Cyclical / Textile ManufacturingTaiwan

$14.35

+0.15 (+1.06%)

Fairly Valued+0.0%Fair Value $14.35Fund rank 28/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $58.6M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

19/100

F

Piotroski

3/9

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 -7.7%, below the 5% threshold
Thesis & Journal · 1466.TWLocal privado en este navegador · Acelon Chemicals & Fiber 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

$1.6B

P/E

N/A

•

EV/EBITDA

24.3x

↑

ROE

-7.7%

↓

Gross Margin

6.7%

↓

Debt/Equity

1.02

↑
52-Week Range$14
$13$21

TradingView lightweight chart

1466.TW price, volumen y niveles de valoración

Último $14.35Periodo +69.7%
Fair value: $14.35

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

-2.2%

FCF CAGR

—

FCF margin

5.9%

FCF / Net income

-1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.60B · net income $-119.0M · FCF $154.3M

2022-FY → 2025-FY

Gross margin

6.7%+0.6% pts

Operating margin

-3.4%+0.9% pts

Net margin

-4.6%-2.2% pts

FCF margin

5.9%+13.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.60B$2.60B$2.94B$2.45B$2.79B
Net Income$-119.0M$-119.0M$16.0M$-151.3M$-66.7M
EBITDA$104.4M$104.4M$253.2M$82.0M$162.7M
EPS——0.14-1.36-0.60
Gross Margin6.7%6.7%10.1%3.3%6.1%
Operating Margin-3.4%-3.4%0.1%-6.3%-4.3%
Net Margin-4.6%-4.6%0.5%-6.2%-2.4%
Balance Sheet
Debt/Equity1.021.021.031.080.92
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$154.3M$154.3M$58.6M$-127.5M$-209.0M
Returns
ROE-7.7%-7.7%1.1%-10.5%-4.2%
Valuation
P/E——83.57——
EV/EBITDA24.3124.3110.3035.8715.64
P/B1.031.030.891.090.82
Growth & Yield
Revenue Growth-11.5%-11.5%19.9%-11.9%—
EPS Growth——110.3%-126.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -21.4%

Total return

-21.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.14 → n/d

Residual

-21.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-21.4%

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.