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3188.TWO$22.60+0.22%
Fair $22.60+0.0%

3188.TWO

Golden Long Teng Development Co., Ltd.

Real Estate / Real Estate - DevelopmentTaipei Exchange

$22.60

+0.05 (+0.22%)

Fairly Valued+0.0%Fair Value $22.60Fund rank 19/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9

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 58.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

37/100

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: 0unknown: 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.
Thesis & Journal · 3188.TWOLocal privado en este navegador · Golden Long Teng Development 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

$4.3B

P/E

6.1x

↓

EV/EBITDA

9.5x

↓

ROE

22.8%

↑

Gross Margin

45.3%

↑

Debt/Equity

1.94

↑
52-Week Range$23
$22$36

TradingView lightweight chart

3188.TWO price, volumen y niveles de valoración

Último $22.60Periodo -46.4%
Fair value: $22.60

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

+36.4%

FCF CAGR

—

FCF margin

-23.0%

FCF / Net income

-0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.70B · net income $755.0M · FCF $-618.9M

2022-FY → 2025-FY

Gross margin

45.3%+23.5% pts

Operating margin

36.2%+25.6% pts

Net margin

28.0%+19.8% pts

FCF margin

-23.0%+137.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.70B$2.70B$1.50B$2.05B$1.06B
Net Income$755.0M$755.0M$412.4M$382.7M$87.3M
EBITDA$989.7M$989.7M$542.7M$502.1M$120.9M
EPS——2.212.050.56
Gross Margin45.3%45.3%47.8%33.5%21.8%
Operating Margin36.2%36.2%35.4%24.6%10.6%
Net Margin28.0%28.0%27.4%18.7%8.2%
Balance Sheet
Debt/Equity1.941.941.731.251.57
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$-618.9M$-618.9M$-921.9M$334.8M$-1.71B
Returns
ROE22.8%22.8%14.8%14.3%3.7%
Valuation
P/E6.066.0612.628.3721.70
EV/EBITDA9.549.5417.6512.6744.58
P/B1.271.271.871.200.83
Growth & Yield
Revenue Growth79.1%79.1%-26.5%92.9%—
EPS Growth——7.8%266.1%—
Dividend Yield14.2%14.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -9.7%

Total return

-9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

2.21 → n/d

Residual

-23.9%

EPS growthn/d
Multiple reratingn/d
Dividend+14.2%
Residual / FX / buybacks / cross-term-23.9%

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.