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Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
1307.TW
BUYREMOVESan Fang Chemical Industry Co., Ltd. · Consumer Cyclical · Taiwan · $458M · Avg Vol: $2M/d
San Fang Chemical is a synthetic leather manufacturer primarily supplying global footwear brands. It is highly exposed to consumer discretionary spending cycles and lacks a strong macro thematic tailwind.
COMPANY DESCRIPTION
San Fang Chemical Industry Co., Ltd. is the world's leading manufacturer of synthetic leather, primarily serving global athletic footwear brands like Nike and Adidas. The company's competitive moat is built on its proprietary polyurethane (PU) chemical technologies, high-quality eco-friendly materials, and deep integration into the supply chains of major global brands. Its global manufacturing footprint in Taiwan, China, and Vietnam ensures cost-competitive delivery.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 340.1M | 318.7M | 340.6M | 341.7M | 0.2% |
| EPS | 0.01 | 0.04 | 0.06 | 0.12 | — | 134.1% |
| Shares | — | 397.8M | 397.8M | 397.8M | 397.8M | 0.0% |
| Debt | — | 138.9M | 126.0M | 123.7M | 136.1M | -0.7% |
| Equity | — | 268.0M | 282.6M | 325.2M | 318.3M | 5.9% |
| Op CF | — | 49.9M | 67.9M | 72.4M | 48.3M | -1.1% |
| Inv CF | — | -13.5M | -46.3M | -93.5M | -26.3M | — |
| Fin CF | — | -12.3M | -23.3M | -21.2M | -21.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 1307.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1307.TW | San Fang Chemical Industry Co., Ltd.(you) | $458M | 76 | BUY |
| 1342.TW | Cathay Consolidated, Inc. | $288M | 83 | STRONG BUY |
| 1409.TW | Shinkong Synthetic Fibers Corporation | $1.4B | 73 | BUY |
| 4441.TW | Great Giant Fibre Garment Co., Ltd. | $429M | 51 | HOLD |
| 1451.TW | Nien Hsing Textile Co., Ltd. | $105M | 72 | BUY |
| 5340.TWO | Baotek Industrial Materials Ltd. | $610M | 42 | HOLD |
| 1446.TW | Hong Ho Precision Textile Co.,Ltd. | $72M | 80 | BUY |
| 1419.TW | Shinkong Textile Co., Ltd. | $626M | 42 | HOLD |
| 4417.TWO | King Chou Marine Technology Co., Ltd. | $124M | 92 | STRONG BUY |
| 9938.TW | Taiwan Paiho Limited | $415M | 35 | HOLD |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 22.9%