Stock 1702 NAMCHOW HOLDINGS CO., LTD.
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Financials Namchow Holdings Co., Ltd.

Equities

1702

TW0001702009

Food Processing

End-of-day quote Taiwan S.E.
Other stock markets
 06:00:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
62 TWD +3.68% Intraday chart for Namchow Holdings Co., Ltd. +11.11% +22.05%
Apr. 03 Shanghai Qiaohao Co.,Ltd announced that it expects to receive TWD 0.30856 million in funding from Namchow Holdings Co., Ltd. CI
Mar. 15 Namchow Holdings Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2023 CI

Valuation

Fiscal Period: December 2018 2019 2020 2021 2022 2023
Capitalization 1 11,636 12,628 11,660 12,454 11,288 12,603
Enterprise Value (EV) 1 18,400 20,739 18,906 14,813 13,439 15,309
P/E ratio 11.5 x 13.1 x 12.3 x 11.6 x 20.2 x 12.1 x
Yield 5.76% 3.93% 4.26% 4.38% 4.4% 4.92%
Capitalization / Revenue 0.64 x 0.69 x 0.66 x 0.63 x 0.55 x 0.56 x
EV / Revenue 1.01 x 1.13 x 1.07 x 0.75 x 0.66 x 0.67 x
EV / EBITDA 7.46 x 8.44 x 7.59 x 5.62 x 7.86 x 6.39 x
EV / FCF 32.5 x 45 x 15.6 x 419 x 40.2 x 9.91 x
FCF Yield 3.07% 2.22% 6.39% 0.24% 2.49% 10.1%
Price to Book 1.94 x 2.07 x 1.76 x 1.37 x 1.19 x 1.28 x
Nbr of stocks (in thousands) 248,092 248,092 248,092 248,092 248,092 248,092
Reference price 2 46.90 50.90 47.00 50.20 45.50 50.80
Announcement Date 3/29/19 3/27/20 3/26/21 3/24/22 3/16/23 3/15/24
1TWD in Million2TWD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2018 2019 2020 2021 2022 2023
Net sales 1 18,287 18,344 17,622 19,862 20,478 22,680
EBITDA 1 2,466 2,458 2,491 2,635 1,709 2,394
EBIT 1 1,670 1,671 1,678 1,788 893.1 1,587
Operating Margin 9.13% 9.11% 9.52% 9% 4.36% 7%
Earnings before Tax (EBT) 1 1,516 1,602 1,657 1,938 1,073 1,776
Net income 1 1,013 964.1 950.7 1,071 559.7 1,042
Net margin 5.54% 5.26% 5.4% 5.39% 2.73% 4.59%
EPS 2 4.090 3.890 3.830 4.310 2.250 4.190
Free Cash Flow 1 565.7 461.3 1,209 35.33 334.3 1,544
FCF margin 3.09% 2.51% 6.86% 0.18% 1.63% 6.81%
FCF Conversion (EBITDA) 22.94% 18.77% 48.51% 1.34% 19.56% 64.52%
FCF Conversion (Net income) 55.85% 47.84% 127.12% 3.3% 59.73% 148.25%
Dividend per Share 2 2.700 2.000 2.000 2.200 2.000 2.500
Announcement Date 3/29/19 3/27/20 3/26/21 3/24/22 3/16/23 3/15/24
1TWD in Million2TWD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2023 Q1 2023 Q2 2023 Q3
Net sales 1 5,271 5,719 5,810
EBITDA - - -
EBIT 1 217.1 373.7 421
Operating Margin 4.12% 6.53% 7.25%
Earnings before Tax (EBT) - - -
Net income - - -
Net margin - - -
EPS - - -
Dividend per Share - - -
Announcement Date 5/11/23 8/10/23 11/14/23
1TWD in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2018 2019 2020 2021 2022 2023
Net Debt 1 6,764 8,112 7,245 2,359 2,151 2,706
Net Cash position 1 - - - - - -
Leverage (Debt/EBITDA) 2.743 x 3.3 x 2.908 x 0.8952 x 1.258 x 1.13 x
Free Cash Flow 1 566 461 1,209 35.3 334 1,544
ROE (net income / shareholders' equity) 17.3% 15.9% 14.9% 13.2% 5.71% 9.96%
ROA (Net income/ Total Assets) 4.68% 4.54% 4.26% 4.08% 1.86% 3.27%
Assets 1 21,617 21,216 22,302 26,235 30,017 31,904
Book Value Per Share 2 24.20 24.60 26.70 36.70 38.20 39.60
Cash Flow per Share 2 19.00 18.60 23.10 39.20 42.30 38.40
Capex 1 1,050 1,682 1,129 627 738 862
Capex / Sales 5.74% 9.17% 6.41% 3.16% 3.6% 3.8%
Announcement Date 3/29/19 3/27/20 3/26/21 3/24/22 3/16/23 3/15/24
1TWD in Million2TWD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Change in Enterprise Value/EBITDA

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
1
Last Close Price
62 TWD
Average target price
60 TWD
Spread / Average Target
-3.23%
Consensus

Quarterly revenue - Rate of surprise

Company calendar

Sector Starch, Vegetable Fat & Oil Manufacturing

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Starch, Vegetable Fat & Oil Manufacturing
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