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1773.TW$185.00-0.80%
Fair $185.00+0.0%

1773.TW

Shiny Chemical Industrial Co., Ltd.

Basic Materials / ChemicalsTaiwan

$185.00

-1.50 (-0.80%)

Fairly Valued+0.0%Fair Value $185.00Fund rank 29/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 48.7/100

Data gap 29/100
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

64/100

B

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 1773.TWLocal privado en este navegador · Shiny Chemical Industrial 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

$55.5B

P/E

27.3x

↑

EV/EBITDA

18.0x

↑

ROE

18.2%

↑

Gross Margin

34.6%

↑

Debt/Equity

0.27

↑
52-Week Range$185
$116$204

TradingView lightweight chart

1773.TW price, volumen y niveles de valoración

Último $185.00Periodo +2147.2%
Fair value: $185.00

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

+0.5%

FCF CAGR

—

FCF margin

11.0%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.50B · net income $2.04B · FCF $1.27B

2022-FY → 2025-FY

Gross margin

34.6%+4.8% pts

Operating margin

20.7%+2.2% pts

Net margin

17.8%+1.7% pts

FCF margin

11.0%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.50B$11.50B$11.06B$9.85B$11.35B
Net Income$2.04B$2.04B$1.80B$1.58B$1.83B
EBITDA$3.25B$3.25B$2.93B$2.46B$2.65B
EPS6.786.785.985.236.04
Gross Margin34.6%34.6%32.6%32.0%29.8%
Operating Margin20.7%20.7%19.2%18.7%18.4%
Net Margin17.8%17.8%16.3%16.0%16.1%
Balance Sheet
Debt/Equity0.270.270.370.430.40
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$1.27B$1.27B$1.09B$194.0M$-279.4M
Returns
ROE18.2%18.2%18.5%18.1%22.7%
Valuation
P/E27.3327.3321.8821.3415.93
EV/EBITDA17.9817.9814.4915.1012.02
P/B4.964.964.023.873.62
Growth & Yield
Revenue Growth4.0%4.0%12.2%-13.2%—
EPS Growth13.4%13.4%14.3%-13.4%—
Dividend Yield2.2%2.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$16.42

Spread vs growth

-20.9%

5Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$19.86

Spread vs growth

-10.6%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$31.99

Spread vs growth

-3.4%

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 +57.4%

Total return

+57.4%

Start / end P/E

19.9x → 27.3x

EPS bridge

5.98 → 6.78

Residual

+4.9%

EPS growth+13.4%
Multiple rerating+36.9%
Dividend+2.2%
Residual / FX / buybacks / cross-term+4.9%

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.