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2527.TW$36.75+0.00%
Fair $36.75+0.0%

2527.TW

Hung Ching Development & Construction Co. Ltd

Real Estate / Real Estate ServicesTaiwan

$36.75

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $36.75Fund rank 22/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 17.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

3/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.4%, below the 5% threshold
Thesis & Journal · 2527.TWLocal privado en este navegador · Hung Ching Development & Construction 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

$9.6B

P/E

39.5x

↑

EV/EBITDA

29.1x

↑

ROE

1.4%

↓

Gross Margin

48.4%

↑

Debt/Equity

0.79

↑
52-Week Range$37
$22$40

TradingView lightweight chart

2527.TW price, volumen y niveles de valoración

Último $36.75Periodo +88.6%
Fair value: $36.75

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

-22.0%

FCF CAGR

—

FCF margin

-149.3%

FCF / Net income

-4.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $658.9M · net income $244.7M · FCF $-983.8M

2022-FY → 2025-FY

Gross margin

48.4%+8.6% pts

Operating margin

2.7%-10.2% pts

Net margin

37.1%+15.2% pts

FCF margin

-149.3%+54.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$658.9M$658.9M$7.27B$2.32B$1.39B
Net Income$244.7M$244.7M$1.27B$580.0M$305.1M
EBITDA$749.3M$749.3M$1.90B$975.4M$642.8M
EPS——4.842.211.16
Gross Margin48.4%48.4%24.7%29.2%39.8%
Operating Margin2.7%2.7%18.7%15.5%12.9%
Net Margin37.1%37.1%17.5%25.1%22.0%
Balance Sheet
Debt/Equity0.790.790.911.321.00
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-983.8M$-983.8M$3.55B$-2.80B$-2.82B
Returns
ROE1.4%1.4%9.4%5.1%3.3%
Valuation
P/E39.5239.527.7512.3517.89
EV/EBITDA29.1029.1010.9422.1722.44
P/B0.560.560.730.630.59
Growth & Yield
Revenue Growth-90.9%-90.9%213.8%66.8%—
EPS Growth——119.0%90.5%—
Dividend Yield5.4%5.4%———

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 +28.3%

Total return

+28.3%

Start / end P/E

n/dx → n/dx

EPS bridge

4.84 → n/d

Residual

+22.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term+22.9%

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.