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225530.KQ$2635.00-1.70%
Fair $2635.00+0.0%

225530.KQ

HC BoKwang Industry Co.,Ltd

Basic Materials / Specialty ChemicalsKOSDAQ

$2635.00

-45.00 (-1.70%)

Fairly Valued+0.0%Fair Value $2635.00Fund rank 36/100 · Data gapFallback financials|
SA 25/D
F-Score: 2/9
Declining RevenueLow 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 $12.2B · quality 77.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

25/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is -2.7%, below the 5% threshold
Thesis & Journal · 225530.KQLocal privado en este navegador · HC BoKwang 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

$95.8B

P/E

N/A

•

EV/EBITDA

13.9x

↑

ROE

-2.7%

↓

Gross Margin

10.1%

↓

Debt/Equity

0.56

↑
52-Week Range$2635
$2410$4555

TradingView lightweight chart

225530.KQ price, volumen y niveles de valoración

Último $2,595Periodo +23.4%
Fair value: $2,635

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

-23.9%

FCF CAGR

-11.5%

FCF margin

31.6%

FCF / Net income

-4.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $38.49B · net income $-2.49B · FCF $12.18B

2022-FY → 2025-FY

Gross margin

10.1%-16.1% pts

Operating margin

-12.6%-30.2% pts

Net margin

-6.5%-20.3% pts

FCF margin

31.6%+11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$38.49B$38.49B$63.88B$85.46B$87.47B
Net Income$-2.49B$-2.49B$5.24B$16.66B$12.07B
EBITDA$9.83B$9.83B$19.34B$31.53B$25.61B
EPS-69.00-69.00144.00459.00332.00
Gross Margin10.1%10.1%25.4%30.7%26.2%
Operating Margin-12.6%-12.6%13.9%22.1%17.6%
Net Margin-6.5%-6.5%8.2%19.5%13.8%
Balance Sheet
Debt/Equity0.560.560.500.410.29
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$12.18B$12.18B$10.48B$24.14B$17.59B
Returns
ROE-2.7%-2.7%5.3%17.5%13.6%
Valuation
P/E——35.4211.4217.56
EV/EBITDA13.9413.9411.506.768.73
P/B1.041.041.862.002.38
Growth & Yield
Revenue Growth-39.7%-39.7%-25.3%-2.3%—
EPS Growth-147.9%-147.9%-68.6%38.3%—
Dividend Yield1.9%1.9%———

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 -31.4%

Total return

-31.4%

Start / end P/E

n/dx → n/dx

EPS bridge

144.00 → -69.00

Residual

-33.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term-33.4%

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.