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911622.TW$3.64-0.27%
Fair $3.64+0.0%

911622.TW

Tycoons Worldwide Group (Thailand) Public Company Limited

Basic Materials / SteelTaiwan

$3.64

-0.01 (-0.27%)

Fairly Valued+0.0%Fair Value $3.64Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-283.9M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

31/100

D

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: 1unknown: 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. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 911622.TWLocal privado en este navegador · Tycoons Worldwide Group (Thailand) Public Company Limited
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

$2.2B

P/E

22.8x

↑

EV/EBITDA

9.0x

↓

ROE

3.3%

↑

Gross Margin

5.6%

↓

Debt/Equity

0.38

↑
52-Week Range$4
$3$5

TradingView lightweight chart

911622.TW price, volumen y niveles de valoración

Último $3.630Periodo -73.5%
Fair value: $3.640

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

-15.0%

FCF CAGR

—

FCF margin

-4.9%

FCF / Net income

-2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.75B · net income $133.1M · FCF $-283.9M

2022-FY → 2025-FY

Gross margin

5.6%-0.8% pts

Operating margin

1.3%-1.6% pts

Net margin

2.3%+0.6% pts

FCF margin

-4.9%-13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.75B$5.75B$4.25B$5.57B$9.36B
Net Income$133.1M$133.1M$-283.2M$136.2M$162.0M
EBITDA$381.5M$381.5M$-6.4M$456.7M$529.7M
EPS0.220.22-0.470.230.27
Gross Margin5.6%5.6%1.3%6.6%6.5%
Operating Margin1.3%1.3%-5.7%0.9%2.9%
Net Margin2.3%2.3%-6.7%2.4%1.7%
Balance Sheet
Debt/Equity0.380.380.320.180.29
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-283.9M$-283.9M$-595.4M$712.9M$800.4M
Returns
ROE3.3%3.3%-7.3%3.0%3.7%
Valuation
P/E22.7522.75—22.4818.81
EV/EBITDA8.958.95—7.397.36
P/B0.550.550.760.680.69
Growth & Yield
Revenue Growth35.4%35.4%-23.8%-40.5%—
EPS Growth146.8%146.8%-304.3%-14.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$0.32

Spread vs growth

133.2%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$0.39

Spread vs growth

134.6%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$0.63

Spread vs growth

135.7%

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 -11.7%

Total return

-11.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.47 → 0.22

Residual

-11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.7%

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.