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2516.TW$12.45-1.19%
Fair $12.45+0.0%

2516.TW

New Asia Construction & Development Corp.

Industrials / Engineering & ConstructionTaiwan

$12.45

-0.15 (-1.19%)

Fairly Valued+0.0%Fair Value $12.45Fund rank 31/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $669.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

44/100

C

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: 0unknown: 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.
Thesis & Journal · 2516.TWLocal privado en este navegador · New Asia Construction & Development 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

$2.8B

P/E

10.1x

↓

EV/EBITDA

3.2x

↓

ROE

13.5%

↑

Gross Margin

4.0%

↓

Debt/Equity

0.29

↓
52-Week Range$12
$12$20

TradingView lightweight chart

2516.TW price, volumen y niveles de valoración

Último $12.45Periodo -21.6%
Fair value: $12.45

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

+14.7%

FCF CAGR

—

FCF margin

11.3%

FCF / Net income

4.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.34B · net income $277.3M · FCF $1.16B

2022-FY → 2025-FY

Gross margin

4.0%+12.7% pts

Operating margin

2.2%+13.3% pts

Net margin

2.7%+14.0% pts

FCF margin

11.3%+17.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.34B$10.34B$9.63B$8.63B$6.86B
Net Income$277.3M$277.3M$218.7M$174.4M$-773.1M
EBITDA$353.0M$353.0M$305.3M$293.3M$-697.5M
EPS——0.970.77-3.42
Gross Margin4.0%4.0%3.6%3.6%-8.7%
Operating Margin2.2%2.2%1.7%1.7%-11.1%
Net Margin2.7%2.7%2.3%2.0%-11.3%
Balance Sheet
Debt/Equity0.290.290.590.580.81
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$1.16B$1.16B$-237.5M$669.3M$-453.7M
Returns
ROE13.5%13.5%12.3%11.4%-56.8%
Valuation
P/E10.1210.1214.6418.05—
EV/EBITDA3.243.248.848.40—
P/B1.371.371.812.050.83
Growth & Yield
Revenue Growth7.5%7.5%11.5%25.9%—
EPS Growth——26.0%122.5%—

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 -34.0%

Total return

-34.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.97 → n/d

Residual

-34.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.0%

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.