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2008.TW$29.15+0.52%
Fair $29.15+0.0%

2008.TW

Kao Hsing Chang Iron & Steel Corp.

Basic Materials / SteelTaiwan

$29.15

+0.15 (+0.52%)

Fairly Valued+0.0%Fair Value $29.15Fund rank 32/100 · Data gapFallback financials|
SA 31/D
F-Score: 7/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $141.3M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

31/100

D

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: 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. ROE is 3.5%, below the 5% threshold
Thesis & Journal · 2008.TWLocal privado en este navegador · Kao Hsing Chang Iron & Steel Corp.
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

$5.6B

P/E

42.9x

↑

EV/EBITDA

31.5x

↑

ROE

3.5%

↑

Gross Margin

16.8%

↓

Debt/Equity

1.11

↑
52-Week Range$29
$24$31

TradingView lightweight chart

2008.TW price, volumen y niveles de valoración

Último $29.15Periodo +259.9%
Fair value: $29.15

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

-6.4%

FCF CAGR

+20.2%

FCF margin

7.8%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.82B · net income $130.0M · FCF $141.3M

2022-FY → 2025-FY

Gross margin

16.8%+2.0% pts

Operating margin

8.9%+2.6% pts

Net margin

7.1%+2.1% pts

FCF margin

7.8%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.82B$1.82B$1.46B$1.46B$2.22B
Net Income$130.0M$130.0M$48.7M$432.8M$112.2M
EBITDA$299.6M$299.6M$221.8M$558.5M$253.3M
EPS——0.262.240.56
Gross Margin16.8%16.8%15.1%13.8%14.8%
Operating Margin8.9%8.9%6.9%6.1%6.2%
Net Margin7.1%7.1%3.3%29.6%5.1%
Balance Sheet
Debt/Equity1.111.111.121.101.45
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$141.3M$141.3M$167.8M$70.0M$81.4M
Returns
ROE3.5%3.5%1.4%12.6%4.0%
Valuation
P/E42.8742.87115.0010.1832.41
EV/EBITDA31.5431.5442.2813.8529.66
P/B1.491.491.611.281.29
Growth & Yield
Revenue Growth24.7%24.7%-0.1%-34.1%—
EPS Growth——-88.4%300.0%—
Dividend Yield1.7%1.7%———

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 +17.9%

Total return

+17.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.26 → n/d

Residual

+16.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+16.1%

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.