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5534.TW$73.70-1.34%
Fair $73.70+0.0%

5534.TW

Chong Hong Construction Co., Ltd.

Real Estate / Real Estate - DevelopmentTaiwan

$73.70

-1.00 (-1.34%)

Fairly Valued+0.0%Fair Value $73.70Fund rank 25/100 · Data gapFallback financials|
SA 23/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 40.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

23/100

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 · 5534.TWLocal privado en este navegador · Chong Hong Construction 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

$23.2B

P/E

12.5x

↑

EV/EBITDA

16.3x

↑

ROE

8.4%

↑

Gross Margin

38.2%

↓

Debt/Equity

1.04

↑
52-Week Range$74
$73$96

TradingView lightweight chart

5534.TW price, volumen y niveles de valoración

Último $73.70Periodo +470.0%
Fair value: $73.70

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

-0.8%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.49B · net income $1.74B · FCF $115.5M

2022-FY → 2025-FY

Gross margin

38.2%-5.7% pts

Operating margin

28.9%-9.0% pts

Net margin

20.5%-12.2% pts

FCF margin

1.4%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.49B$8.49B$12.07B$9.80B$8.70B
Net Income$1.74B$1.74B$2.28B$1.84B$2.85B
EBITDA$2.51B$2.51B$3.44B$2.38B$3.48B
EPS——7.726.239.67
Gross Margin38.2%38.2%35.9%30.1%44.0%
Operating Margin28.9%28.9%28.2%23.4%37.9%
Net Margin20.5%20.5%18.9%18.7%32.8%
Balance Sheet
Debt/Equity1.041.040.940.941.00
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$115.5M$115.5M$1.55B$2.87B$-1.05B
Returns
ROE8.4%8.4%11.0%9.2%14.5%
Valuation
P/E12.4712.4711.0112.697.58
EV/EBITDA16.3416.3412.3316.9711.46
P/B1.041.041.211.171.10
Growth & Yield
Revenue Growth-29.7%-29.7%23.2%12.6%—
EPS Growth——24.1%-35.6%—
Dividend Yield7.2%7.2%———

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 -14.0%

Total return

-14.0%

Start / end P/E

n/dx → n/dx

EPS bridge

7.72 → n/d

Residual

-21.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.2%
Residual / FX / buybacks / cross-term-21.3%

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.