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1618.TW$42.40-0.47%
Fair $42.40+0.0%

1618.TW

Hold-Key Electric Wire & Cable Co., Ltd

Technology / Electronics & Computer DistributionTaiwan

$42.40

-0.20 (-0.47%)

Fairly Valued+0.0%Fair Value $42.40Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9

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 21%

FCF escenarios

weak_data · normalized FCF $-263.8M · quality 57.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

56/100

C

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: 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 · 1618.TWLocal privado en este navegador · Hold-Key Electric Wire & Cable 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

$8.2B

P/E

10.1x

↓

EV/EBITDA

8.5x

↓

ROE

12.3%

↑

Gross Margin

18.9%

↓

Debt/Equity

0.20

↓
52-Week Range$42
$38$54

TradingView lightweight chart

1618.TW price, volumen y niveles de valoración

Último $42.40Periodo +292.6%
Fair value: $42.40

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

+18.9%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.82B · net income $810.4M · FCF $8.8M

2022-FY → 2025-FY

Gross margin

18.9%+7.7% pts

Operating margin

15.6%+7.8% pts

Net margin

16.8%+8.2% pts

FCF margin

0.2%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.82B$4.82B$4.67B$4.48B$2.86B
Net Income$810.4M$810.4M$714.7M$386.8M$248.1M
EBITDA$1.09B$1.09B$968.6M$545.3M$369.0M
EPS——3.692.001.28
Gross Margin18.9%18.9%19.4%12.9%11.3%
Operating Margin15.6%15.6%16.1%10.1%7.8%
Net Margin16.8%16.8%15.3%8.6%8.7%
Balance Sheet
Debt/Equity0.200.200.180.110.04
Current Ratio2.222.22———
Cash Flow
Free Cash Flow$8.8M$8.8M$-263.8M$-386.6M$-136.8M
Returns
ROE12.3%12.3%11.8%7.7%5.8%
Valuation
P/E10.1410.1412.5315.9511.76
EV/EBITDA8.528.5210.1912.217.94
P/B1.241.241.481.220.68
Growth & Yield
Revenue Growth3.0%3.0%4.3%56.5%—
EPS Growth——84.5%56.3%—
Dividend Yield3.9%3.9%———

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 -9.4%

Total return

-9.4%

Start / end P/E

n/dx → n/dx

EPS bridge

3.69 → n/d

Residual

-13.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term-13.3%

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.