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3049.TW$14.40+9.92%
Fair $14.40+0.0%

3049.TW

HannsTouch Holdings Company

Technology / Electronic ComponentsTaiwan

$14.40

+1.30 (+9.92%)

Fairly Valued+0.0%Fair Value $14.40Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-495.4M · quality 52.0/100

Data gap 27/100
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

34/100

D

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -7.3%, below the 5% threshold
Thesis & Journal · 3049.TWLocal privado en este navegador · HannsTouch Holdings Company
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

$11.5B

P/E

N/A

•

EV/EBITDA

90.2x

↑

ROE

-7.3%

↓

Gross Margin

-29.5%

↓

Debt/Equity

0.84

↑
52-Week Range$14
$5$18

TradingView lightweight chart

3049.TW price, volumen y niveles de valoración

Último $14.40Periodo -52.3%
Fair value: $14.40

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

-14.9%

FCF CAGR

—

FCF margin

-34.6%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.48B · net income $-514.3M · FCF $-512.9M

2022-FY → 2025-FY

Gross margin

-29.5%-35.1% pts

Operating margin

-43.2%-39.2% pts

Net margin

-34.7%-35.7% pts

FCF margin

-34.6%-42.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.48B$1.48B$1.47B$1.33B$2.41B
Net Income$-514.3M$-514.3M$-878.0M$-899.8M$24.8M
EBITDA$169.4M$169.4M$-100.1M$83.6M$958.2M
EPS——-1.10-1.120.03
Gross Margin-29.5%-29.5%-45.3%-61.5%5.5%
Operating Margin-43.2%-43.2%-64.0%-80.0%-4.0%
Net Margin-34.7%-34.7%-59.9%-67.6%1.0%
Balance Sheet
Debt/Equity0.840.840.550.470.42
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-512.9M$-512.9M$-495.4M$-454.2M$185.3M
Returns
ROE-7.3%-7.3%-11.5%-10.1%0.3%
Valuation
P/E————305.67
EV/EBITDA90.2090.20—119.7110.12
P/B1.641.640.930.860.76
Growth & Yield
Revenue Growth1.2%1.2%10.1%-44.6%—
EPS Growth——1.8%-3833.3%—

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 +112.1%

Total return

+112.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.10 → n/d

Residual

+112.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+112.1%

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.