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2006.TW$67.60+0.00%
Fair $67.60+0.0%

2006.TW

Tung Ho Steel Enterprise Corporation

Basic Materials / SteelTaiwan

$67.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $67.60Fund rank 37/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9
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 $6.3B · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

57/100

C

Piotroski

8/9

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 2 consecutive years
Thesis & Journal · 2006.TWLocal privado en este navegador · Tung Ho Steel Enterprise 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

$49.4B

P/E

10.5x

↓

EV/EBITDA

7.2x

↓

ROE

13.7%

↑

Gross Margin

14.8%

↓

Debt/Equity

0.23

↓
52-Week Range$68
$59$84

TradingView lightweight chart

2006.TW price, volumen y niveles de valoración

Último $67.60Periodo +364.6%
Fair value: $67.60

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

-0.8%

FCF CAGR

+25.8%

FCF margin

12.9%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.86B · net income $4.72B · FCF $7.44B

2022-FY → 2025-FY

Gross margin

14.8%+2.2% pts

Operating margin

10.2%+1.5% pts

Net margin

8.2%+1.4% pts

FCF margin

12.9%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.86B$57.86B$60.16B$60.96B$59.22B
Net Income$4.72B$4.72B$4.48B$4.73B$3.99B
EBITDA$7.79B$7.79B$7.67B$8.04B$7.14B
EPS6.446.446.126.465.45
Gross Margin14.8%14.8%13.9%14.2%12.6%
Operating Margin10.2%10.2%9.5%9.8%8.6%
Net Margin8.2%8.2%7.4%7.8%6.7%
Balance Sheet
Debt/Equity0.230.230.380.510.61
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$7.44B$7.44B$6.33B$3.94B$3.74B
Returns
ROE13.7%13.7%13.7%15.2%13.9%
Valuation
P/E10.5010.5010.7811.079.61
EV/EBITDA7.207.207.728.257.55
P/B1.441.441.481.691.33
Growth & Yield
Revenue Growth-3.8%-3.8%-1.3%2.9%—
EPS Growth5.2%5.2%-5.3%18.5%—
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

-2.3%

fácil

EPS terminal req.

$6.00

Spread vs growth

7.6%

5Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$7.26

Spread vs growth

2.8%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$11.69

Spread vs growth

-0.9%

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 +8.0%

Total return

+8.0%

Start / end P/E

10.9x → 10.5x

EPS bridge

6.12 → 6.44

Residual

-0.2%

EPS growth+5.2%
Multiple rerating-3.4%
Dividend+6.4%
Residual / FX / buybacks / cross-term-0.2%

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.