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2108.TW$27.05-0.73%
Fair $27.05+0.0%

2108.TW

NANTEX Industry Co., Ltd.

Basic Materials / Specialty ChemicalsTaiwan

$27.05

-0.20 (-0.73%)

Fairly Valued+0.0%Fair Value $27.05Fund rank 35/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9
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 $1.0B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

50/100

C

Piotroski

5/9

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 2.8%, below the 5% threshold
Thesis & Journal · 2108.TWLocal privado en este navegador · NANTEX Industry 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

$13.3B

P/E

32.6x

↑

EV/EBITDA

3.0x

↓

ROE

2.8%

↑

Gross Margin

22.3%

↑

Debt/Equity

0.02

↓
52-Week Range$27
$21$30

TradingView lightweight chart

2108.TW price, volumen y niveles de valoración

Último $27.05Periodo +673.0%
Fair value: $27.05

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

-6.5%

FCF CAGR

+233.3%

FCF margin

10.9%

FCF / Net income

2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.55B · net income $410.5M · FCF $1.04B

2022-FY → 2025-FY

Gross margin

22.3%-4.1% pts

Operating margin

7.4%-5.3% pts

Net margin

4.3%-5.9% pts

FCF margin

10.9%+10.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.55B$9.55B$11.36B$8.94B$11.67B
Net Income$410.5M$410.5M$562.5M$714.0M$1.19B
EBITDA$1.36B$1.36B$1.73B$1.61B$2.62B
EPS0.830.831.141.452.42
Gross Margin22.3%22.3%19.9%23.4%26.4%
Operating Margin7.4%7.4%6.9%9.4%12.7%
Net Margin4.3%4.3%4.9%8.0%10.2%
Balance Sheet
Debt/Equity0.020.020.020.030.02
Current Ratio7.717.71———
Cash Flow
Free Cash Flow$1.04B$1.04B$575.2M$1.03B$28.2M
Returns
ROE2.8%2.8%3.8%5.0%8.3%
Valuation
P/E32.5932.5929.3926.1416.24
EV/EBITDA2.962.963.836.724.67
P/B0.920.921.121.321.35
Growth & Yield
Revenue Growth-16.0%-16.0%27.1%-23.4%—
EPS Growth-27.2%-27.2%-21.4%-40.1%—
Dividend Yield3.7%3.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

42.5%

muy exigente

EPS terminal req.

$2.40

Spread vs growth

-69.7%

5Y implied EPS CAGR

28.5%

muy exigente

EPS terminal req.

$2.90

Spread vs growth

-55.7%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$4.68

Spread vs growth

-46.1%

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 +2.9%

Total return

+2.9%

Start / end P/E

23.9x → 32.6x

EPS bridge

1.14 → 0.83

Residual

-9.9%

EPS growth-27.2%
Multiple rerating+36.3%
Dividend+3.7%
Residual / FX / buybacks / cross-term-9.9%

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.