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8162.TW$80.80+9.93%
Fair $80.80+0.0%

8162.TW

Micro Silicon Electronics Co., Ltd.

Technology / SemiconductorsTaiwan

$80.80

+7.30 (+9.93%)

Fairly Valued+0.0%Fair Value $80.80Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-84.3M · quality 48.7/100

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

51/100

C

Piotroski

6/9

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 · 8162.TWLocal privado en este navegador · Micro Silicon Electronics 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

$5.6B

P/E

51.8x

↑

EV/EBITDA

14.2x

↑

ROE

7.3%

↑

Gross Margin

25.2%

↓

Debt/Equity

0.55

↑
52-Week Range$81
$33$81

TradingView lightweight chart

8162.TW price, volumen y niveles de valoración

Último $80.80Periodo +115.8%
Fair value: $80.80

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

+1.3%

FCF CAGR

—

FCF margin

-6.6%

FCF / Net income

-0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.27B · net income $107.5M · FCF $-84.3M

2022-FY → 2025-FY

Gross margin

25.2%-7.7% pts

Operating margin

10.2%-7.2% pts

Net margin

8.4%-5.3% pts

FCF margin

-6.6%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.27B$1.27B$1.06B$904.9M$1.23B
Net Income$107.5M$107.5M$87.1M$-26.3M$168.3M
EBITDA$427.9M$427.9M$366.9M$273.3M$533.0M
EPS——1.28-0.392.68
Gross Margin25.2%25.2%20.0%13.8%32.9%
Operating Margin10.2%10.2%3.1%-4.4%17.4%
Net Margin8.4%8.4%8.2%-2.9%13.7%
Balance Sheet
Debt/Equity0.550.550.460.570.40
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-84.3M$-84.3M$-50.2M$-144.8M$-5.9M
Returns
ROE7.3%7.3%6.0%-2.1%12.5%
Valuation
P/E51.7951.7931.48—12.50
EV/EBITDA14.2014.208.3913.534.33
P/B3.753.751.902.661.56
Growth & Yield
Revenue Growth19.8%19.8%17.6%-26.2%—
EPS Growth——428.2%-114.6%—
Dividend Yield1.9%1.9%———

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 +133.7%

Total return

+133.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.28 → n/d

Residual

+131.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+131.9%

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.