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3066.TWO$21.10-1.17%
Fair $21.10+0.0%

3066.TWO

Taiwan Oasis Technology Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$21.10

-0.25 (-1.17%)

Fairly Valued+0.0%Fair Value $21.10Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-60.8M · quality 40.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

47/100

C

Piotroski

4/9

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 · 3066.TWOLocal privado en este navegador · Taiwan Oasis Technology 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

$1.8B

P/E

16.2x

↓

EV/EBITDA

16.7x

↑

ROE

9.0%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.35

↑
52-Week Range$21
$13$25

TradingView lightweight chart

3066.TWO price, volumen y niveles de valoración

Último $21.10Periodo -45.8%
Fair value: $21.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-20.3%

FCF CAGR

—

FCF margin

-27.7%

FCF / Net income

-0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $219.4M · net income $107.6M · FCF $-60.8M

2021-FY → 2024-FY

Gross margin

23.7%-4.3% pts

Operating margin

-35.3%-40.0% pts

Net margin

49.0%+9.3% pts

FCF margin

-27.7%-53.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$219.4M$219.4M$214.5M$313.8M$433.9M
Net Income$107.6M$107.6M$-104.8M$230.1M$172.4M
EBITDA$123.3M$123.3M$-117.0M$223.3M$211.3M
EPS1.301.30-1.262.772.08
Gross Margin23.7%23.7%-8.0%-10.1%28.0%
Operating Margin-35.3%-35.3%-67.5%-47.9%4.6%
Net Margin49.0%49.0%-48.8%73.3%39.7%
Balance Sheet
Debt/Equity0.350.350.290.410.62
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-60.8M$-60.8M$-31.6M$-120.4M$110.5M
Returns
ROE9.0%9.0%-9.8%19.4%18.6%
Valuation
P/E16.2316.23—8.9213.25
EV/EBITDA16.7516.75—9.7112.63
P/B1.471.471.451.732.47
Growth & Yield
Revenue Growth2.3%2.3%-31.7%-27.7%—
EPS Growth203.2%203.2%-145.5%33.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$1.87

Spread vs growth

190.2%

5Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$2.27

Spread vs growth

191.4%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$3.65

Spread vs growth

192.3%

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 +19.5%

Total return

+19.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.26 → 1.30

Residual

+19.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+19.5%

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.