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1712.TW$39.00+0.26%
Fair $39.00+0.0%

1712.TW

Sinon Corporation

Basic Materials / Agricultural InputsTaiwan

$39.00

+0.10 (+0.26%)

Fairly Valued+0.0%Fair Value $39.00Fund rank 36/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 77.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

46/100

C

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. 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
Thesis & Journal · 1712.TWLocal privado en este navegador · Sinon 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

$16.4B

P/E

15.0x

↓

EV/EBITDA

8.7x

↓

ROE

12.8%

↑

Gross Margin

30.5%

↑

Debt/Equity

0.31

↑
52-Week Range$39
$38$48

TradingView lightweight chart

1712.TW price, volumen y niveles de valoración

Último $39.00Periodo +802.9%
Fair value: $39.00

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

-6.9%

FCF CAGR

-4.5%

FCF margin

8.8%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.61B · net income $1.09B · FCF $1.64B

2022-FY → 2025-FY

Gross margin

30.5%+2.3% pts

Operating margin

7.1%-1.8% pts

Net margin

5.9%-1.3% pts

FCF margin

8.8%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.61B$18.61B$18.93B$19.11B$23.04B
Net Income$1.09B$1.09B$1.05B$1.05B$1.65B
EBITDA$1.96B$1.96B$2.04B$2.09B$2.97B
EPS2.602.602.492.503.92
Gross Margin30.5%30.5%29.4%27.2%28.2%
Operating Margin7.1%7.1%6.9%6.9%8.9%
Net Margin5.9%5.9%5.5%5.5%7.2%
Balance Sheet
Debt/Equity0.310.310.290.240.30
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$1.64B$1.64B$1.04B$2.14B$1.88B
Returns
ROE12.8%12.8%12.4%12.4%19.2%
Valuation
P/E15.0015.0017.4115.329.48
EV/EBITDA8.708.709.157.685.41
P/B1.921.922.151.901.82
Growth & Yield
Revenue Growth-1.7%-1.7%-1.0%-17.1%—
EPS Growth4.4%4.4%-0.4%-36.2%—
Dividend Yield6.4%6.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$3.46

Spread vs growth

-5.6%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$4.19

Spread vs growth

-5.6%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$6.74

Spread vs growth

-5.6%

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 -1.6%

Total return

-1.6%

Start / end P/E

17.0x → 15.0x

EPS bridge

2.49 → 2.60

Residual

-0.5%

EPS growth+4.4%
Multiple rerating-11.9%
Dividend+6.4%
Residual / FX / buybacks / cross-term-0.5%

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.