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8917.TWO$52.00-1.14%
Fair $52.00+0.0%

8917.TWO

Hsin Tai Gas Co., Ltd.

Utilities / Utilities - Regulated GasTaipei Exchange

$52.00

-0.60 (-1.14%)

Fairly Valued+0.0%Fair Value $52.00Fund rank 38/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $412.2M · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

40/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 8917.TWOLocal privado en este navegador · Hsin Tai Gas 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

$8.5B

P/E

23.3x

↑

EV/EBITDA

10.4x

↑

ROE

13.3%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.00

↓
52-Week Range$52
$52$69

TradingView lightweight chart

8917.TWO price, volumen y niveles de valoración

Último $52.00Periodo +200.5%
Fair value: $52.00

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

+6.9%

FCF CAGR

+11.6%

FCF margin

13.3%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.10B · net income $363.3M · FCF $412.2M

2022-FY → 2025-FY

Gross margin

18.0%-4.2% pts

Operating margin

13.6%-3.7% pts

Net margin

11.7%-2.8% pts

FCF margin

13.3%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.10B$3.10B$2.77B$2.58B$2.54B
Net Income$363.3M$363.3M$383.9M$387.4M$368.0M
EBITDA$781.8M$781.8M$790.1M$779.1M$745.8M
EPS——2.362.382.26
Gross Margin18.0%18.0%20.0%22.1%22.3%
Operating Margin13.6%13.6%15.2%17.3%17.3%
Net Margin11.7%11.7%13.9%15.0%14.5%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$412.2M$412.2M$393.0M$494.7M$296.3M
Returns
ROE13.3%13.3%14.1%14.3%13.9%
Valuation
P/E23.3223.3227.1627.3539.82
EV/EBITDA10.4210.4212.7412.9219.02
P/B3.103.103.833.915.54
Growth & Yield
Revenue Growth11.8%11.8%7.3%1.9%—
EPS Growth——-0.8%5.3%—
Dividend Yield4.2%4.2%———

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 -12.2%

Total return

-12.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.36 → n/d

Residual

-16.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term-16.4%

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.