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2424.TW$13.10+1.16%
Fair $13.10+0.0%

2424.TW

Lung Hwa Electronics Co., Ltd.

Technology / Consumer ElectronicsTaiwan

$13.10

+0.15 (+1.16%)

Fairly Valued+0.0%Fair Value $13.10Fund rank 28/100 · Data gapFallback financials|
SA 22/D
F-Score: 6/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-101.0M · quality 58.3/100

Data gap 28/100
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

22/100

D

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -25.1%, below the 5% threshold
Thesis & Journal · 2424.TWLocal privado en este navegador · Lung Hwa Electronics 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

$781M

P/E

N/A

•

EV/EBITDA

28.6x

↑

ROE

-25.1%

↓

Gross Margin

18.0%

↓

Debt/Equity

0.42

↑
52-Week Range$13
$12$111

TradingView lightweight chart

2424.TW price, volumen y niveles de valoración

Último $13.10Periodo -81.1%
Fair value: $13.10

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

+33.2%

FCF CAGR

—

FCF margin

8.5%

FCF / Net income

-0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $187.7M · net income $-78.1M · FCF $15.9M

2022-FY → 2025-FY

Gross margin

18.0%+111.8% pts

Operating margin

-59.5%+148.8% pts

Net margin

-41.6%+172.5% pts

FCF margin

8.5%+130.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$187.7M$187.7M$140.1M$106.7M$79.4M
Net Income$-78.1M$-78.1M$-187.1M$-194.6M$-170.0M
EBITDA$27.1M$27.1M$-83.8M$-91.5M$-66.7M
EPS——-3.35-3.95-4.60
Gross Margin18.0%18.0%-24.2%-57.8%-93.8%
Operating Margin-59.5%-59.5%-134.3%-177.0%-208.4%
Net Margin-41.6%-41.6%-133.6%-182.4%-214.1%
Balance Sheet
Debt/Equity0.420.420.881.140.80
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$15.9M$15.9M$-101.0M$-126.0M$-97.3M
Returns
ROE-25.1%-25.1%-64.4%-69.7%-57.9%
Valuation
EV/EBITDA28.6228.62———
P/B2.512.5111.785.072.52
Growth & Yield
Revenue Growth34.0%34.0%31.3%34.3%—
EPS Growth——15.2%14.1%—

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 -87.3%

Total return

-87.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-3.35 → n/d

Residual

-87.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-87.3%

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.