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4763.TW$42.70+0.23%
Fair $42.70+0.0%

4763.TW

Jinan Acetate Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsTaiwan

$42.70

+0.10 (+0.23%)

Fairly Valued+0.0%Fair Value $42.70Fund rank 31/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.5B · quality 56.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

35/100

D

Piotroski

2/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 4763.TWLocal privado en este navegador · Jinan Acetate Chemical 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

$42.2B

P/E

7.0x

↓

EV/EBITDA

4.4x

↓

ROE

30.3%

↑

Gross Margin

58.6%

↑

Debt/Equity

N/A

•
52-Week Range$43
$40$102

TradingView lightweight chart

4763.TW price, volumen y niveles de valoración

Último $42.70Periodo +416.1%
Fair value: $42.70

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

+45.8%

FCF CAGR

+41.4%

FCF margin

20.5%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.23B · net income $6.03B · FCF $2.71B

2022-FY → 2025-FY

Gross margin

58.6%+19.2% pts

Operating margin

52.5%+27.3% pts

Net margin

45.6%+16.3% pts

FCF margin

20.5%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.23B$13.23B$15.71B$11.03B$4.27B
Net Income$6.03B$6.03B$8.34B$5.18B$1.25B
EBITDA$7.72B$7.72B$10.38B$6.43B$1.63B
EPS——8.435.381.36
Gross Margin58.6%58.6%63.3%62.5%39.4%
Operating Margin52.5%52.5%57.1%54.9%25.2%
Net Margin45.6%45.6%53.1%46.9%29.3%
Balance Sheet
Debt/Equity————0.14
Current Ratio13.1213.12———
Cash Flow
Free Cash Flow$2.71B$2.71B$5.50B$5.80B$958.8M
Returns
ROE30.3%30.3%51.4%50.7%35.7%
Valuation
P/E7.017.0110.3713.3011.72
EV/EBITDA4.374.377.069.458.46
P/B2.122.125.336.754.34
Growth & Yield
Revenue Growth-15.8%-15.8%42.5%158.2%—
EPS Growth——56.7%295.3%—
Dividend Yield12.7%12.7%———

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 -38.2%

Total return

-38.2%

Start / end P/E

n/dx → n/dx

EPS bridge

8.43 → n/d

Residual

-50.9%

EPS growthn/d
Multiple reratingn/d
Dividend+12.7%
Residual / FX / buybacks / cross-term-50.9%

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.