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6753.TW$130.00+1.17%
Fair $130.00+0.0%

6753.TW

Lungteh Shipbuilding Co., Ltd.

Industrials / Aerospace & DefenseTaiwan

$130.00

+1.50 (+1.17%)

Fairly Valued+0.0%Fair Value $130.00Fund rank 29/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $517.1M · quality 48.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

41/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 6753.TWLocal privado en este navegador · Lungteh Shipbuilding 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

$15.2B

P/E

22.7x

↑

EV/EBITDA

13.1x

↑

ROE

14.6%

↑

Gross Margin

19.9%

↓

Debt/Equity

0.51

↑
52-Week Range$130
$91$214

TradingView lightweight chart

6753.TW price, volumen y niveles de valoración

Último $130.00Periodo +392.5%
Fair value: $130.00

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

+11.0%

FCF CAGR

+25.2%

FCF margin

9.9%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.25B · net income $683.7M · FCF $517.1M

2022-FY → 2025-FY

Gross margin

19.9%+4.4% pts

Operating margin

16.3%+4.0% pts

Net margin

13.0%+5.5% pts

FCF margin

9.9%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.25B$5.25B$5.12B$4.99B$3.83B
Net Income$683.7M$683.7M$706.6M$575.0M$287.2M
EBITDA$1.10B$1.10B$1.13B$950.9M$556.2M
EPS——6.075.152.79
Gross Margin19.9%19.9%22.7%19.1%15.5%
Operating Margin16.3%16.3%19.6%16.1%12.4%
Net Margin13.0%13.0%13.8%11.5%7.5%
Balance Sheet
Debt/Equity0.510.510.750.661.36
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$517.1M$517.1M$-827.0M$2.26B$263.4M
Returns
ROE14.6%14.6%19.1%19.0%14.9%
Valuation
P/E22.7322.7316.6416.0921.60
EV/EBITDA13.0713.0710.518.5414.28
P/B3.253.253.223.053.23
Growth & Yield
Revenue Growth2.5%2.5%2.6%30.2%—
EPS Growth——17.9%84.6%—
Dividend Yield1.0%1.0%———

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 +25.4%

Total return

+25.4%

Start / end P/E

n/dx → n/dx

EPS bridge

6.07 → n/d

Residual

+24.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+24.4%

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.