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6113.TWO$27.80+0.36%
Fair $27.80+0.0%

6113.TWO

ASEC International Corporation

Technology / SemiconductorsTaipei Exchange

$27.80

+0.10 (+0.36%)

Fairly Valued+0.0%Fair Value $27.80Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $190.9M · quality 60.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

39/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -2.5%, below the 5% threshold
Thesis & Journal · 6113.TWOLocal privado en este navegador · ASEC International Corporation
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

$1.4B

P/E

N/A

•

EV/EBITDA

39.4x

↑

ROE

-2.5%

↓

Gross Margin

18.1%

↓

Debt/Equity

0.20

↓
52-Week Range$28
$18$30

TradingView lightweight chart

6113.TWO price, volumen y niveles de valoración

Último $27.80Periodo +357.5%
Fair value: $27.80

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

-33.9%

FCF CAGR

-42.8%

FCF margin

7.1%

FCF / Net income

-3.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $641.4M · net income $-13.2M · FCF $45.7M

2022-FY → 2025-FY

Gross margin

18.1%+10.0% pts

Operating margin

-1.3%-3.5% pts

Net margin

-2.1%-5.5% pts

FCF margin

7.1%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$641.4M$641.4M$712.7M$1.26B$2.22B
Net Income$-13.2M$-13.2M$-7.0M$12.1M$76.5M
EBITDA$36.7M$36.7M$48.7M$67.2M$133.4M
EPS——-0.130.231.46
Gross Margin18.1%18.1%12.4%8.4%8.1%
Operating Margin-1.3%-1.3%-5.2%-1.7%2.2%
Net Margin-2.1%-2.1%-1.0%1.0%3.4%
Balance Sheet
Debt/Equity0.200.200.600.710.53
Current Ratio2.942.94———
Cash Flow
Free Cash Flow$45.7M$45.7M$223.1M$190.9M$244.2M
Returns
ROE-2.5%-2.5%-1.2%2.0%13.2%
Valuation
P/E———121.3311.21
EV/EBITDA39.3539.3520.7424.377.63
P/B2.742.741.762.441.48
Growth & Yield
Revenue Growth-10.0%-10.0%-43.6%-43.1%—
EPS Growth——-156.5%-84.2%—
Dividend Yield1.8%1.8%———

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 +3.6%

Total return

+3.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → n/d

Residual

+1.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+1.8%

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.