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8042.TWO$168.50-0.30%
Fair $168.50+0.0%

8042.TWO

Taiwan Chinsan Electronic Industrial Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$168.50

-0.50 (-0.30%)

Fairly Valued+0.0%Fair Value $168.50Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9
Low 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $22.1M · quality 48.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.9%, below the 5% threshold
Thesis & Journal · 8042.TWOLocal privado en este navegador · Taiwan Chinsan Electronic Industrial 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

$21.8B

P/E

187.2x

↑

EV/EBITDA

53.3x

↑

ROE

2.9%

↓

Gross Margin

20.0%

↓

Debt/Equity

0.97

↑
52-Week Range$169
$28$170

TradingView lightweight chart

8042.TWO price, volumen y niveles de valoración

Último $168.50Periodo +832.8%
Fair value: $168.50

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

+0.3%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.77B · net income $115.4M · FCF $-24.0M

2022-FY → 2025-FY

Gross margin

20.0%+2.2% pts

Operating margin

5.1%+0.2% pts

Net margin

3.1%+0.3% pts

FCF margin

-0.6%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.77B$3.77B$3.43B$3.19B$3.73B
Net Income$115.4M$115.4M$77.4M$92.7M$104.6M
EBITDA$450.4M$450.4M$405.6M$403.4M$379.9M
EPS——0.600.720.80
Gross Margin20.0%20.0%19.7%17.3%17.9%
Operating Margin5.1%5.1%4.1%1.4%4.9%
Net Margin3.1%3.1%2.3%2.9%2.8%
Balance Sheet
Debt/Equity0.970.970.980.920.89
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-24.0M$-24.0M$22.1M$293.7M$291.8M
Returns
ROE2.9%2.9%1.9%2.4%2.6%
Valuation
P/E187.22187.2263.0053.3343.63
EV/EBITDA53.3353.3317.7716.8517.39
P/B5.515.511.211.291.21
Growth & Yield
Revenue Growth9.8%9.8%7.4%-14.4%—
EPS Growth——-16.7%-10.0%—
Dividend Yield0.7%0.7%———

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 +439.0%

Total return

+439.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.60 → n/d

Residual

+438.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term+438.3%

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.