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404990.KS$3305.00-1.34%
Fair $3305.00+0.0%

404990.KS

Shinhan Seobu T&D REIT Co., Ltd.

Real Estate / REIT - DiversifiedKSE

$3305.00

-45.00 (-1.34%)

Fairly Valued+0.0%Fair Value $3305.00Fund rank 24/100 · Data gapFallback financials|
SA 4/F
F-Score: 2/9
High DebtLow 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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 0.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

4/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 2unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. 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. Debt-to-Equity ratio is 2.71, above the 2.0 threshold ROE is -1.5%, below the 5% threshold
Thesis & Journal · 404990.KSLocal privado en este navegador · Shinhan Seobu T&D REIT 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

$190.4B

P/E

N/A

•

EV/EBITDA

39.5x

↑

ROE

-1.5%

↓

Gross Margin

100.0%

↑

Debt/Equity

2.71

↑
52-Week Range$3305
$3260$4920

TradingView lightweight chart

404990.KS price, volumen y niveles de valoración

Último $3,305Periodo -32.8%
Fair value: $3,305

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+53.7%

FCF CAGR

-59.5%

FCF margin

10.0%

FCF / Net income

-0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.94B · net income $-3.67B · FCF $2.70B

2024-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

58.6%-1.2% pts

Net margin

-13.6%-7.2% pts

FCF margin

10.0%-28.0% pts
MetricTTM
2025
2024
Income Statement
Revenue$26.94B$26.94B$17.53B
Net Income$-3.67B$-3.67B$-1.12B
EBITDA$21.58B$21.58B$14.87B
EPS-66.00-66.00-20.00
Gross Margin100.0%100.0%100.0%
Operating Margin58.6%58.6%59.7%
Net Margin-13.6%-13.6%-6.4%
Balance Sheet
Debt/Equity2.712.711.36
Cash Flow
Free Cash Flow$2.70B$2.70B$6.66B
Returns
ROE-1.5%-1.5%-0.4%
Valuation
EV/EBITDA39.4939.4938.08
P/B0.810.810.92
Growth & Yield
Revenue Growth49.2%49.2%—
EPS Growth-135.9%-135.9%—

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 -4.5%

Total return

-4.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-20.00 → -66.00

Residual

-4.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.5%

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.