Lien Hwa Industrial Holdings (1229) Fair Value & Analysis

Industrials · TW · Market cap 73.3B TWD

A solid business, but screening 10% overvalued on our models.

What matters now

• Our model range runs from 27.32 TWD (bear) to 45.53 TWD (bull), base 36.43 TWD. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 51/100 (solid quality) with medium evidence: read the verdict with care.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 38.30 TWD – 71.60 TWD · fair‑value band 27.32 TWD – 45.53 TWD · the 40.65 TWD price screens above the 36.43 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Lien Hwa Industrial Holdings (1229) currently trades at 40.65 TWD, while our model-based Fair Value estimate is 36.43 TWD, implying the stock looks roughly 10.4% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Lien Hwa Industrial Holdings generated revenue of 13.7B TWD at a net margin of 34.0%. Revenue grew 4.0% year over year. It earns a return on equity of 7.7%. Net debt stands at 6.2B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 27.32 TWD (bear case) to 45.53 TWD (bull case); at 40.65 TWD, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at -10%, 1229 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models (60.45 TWD) versus Asset-Based (21.00 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Lien Hwa Industrial Holdings Corporation, together with its subsidiaries, engages in the production and sale of flour products. It operates through five segments: Rental Business, Flour Business, Flour Business Overseas, Administrative Resource Center, and System Integration Service business.

Full company description

Lien Hwa Industrial Holdings Corporation, together with its subsidiaries, engages in the production and sale of flour products. It operates through five segments: Rental Business, Flour Business, Flour Business Overseas, Administrative Resource Center, and System Integration Service business. The company engages in the houses and land rental and provision of real estate management development services; manufacture and sale of flour and processed foods, including wheat bran, wheat bran grains, and wheat gram; and investments management and other electronic businesses. It also offers system integration services, automatic systems, and applied software design solutions, as well as sells industrial computers. In addition, the company is involved in the wholesaling and retailing business; restaurant business; business management and business information consulting activities; manufacture of machinery and equipment for power generation, transmission, and distribution, and energy technology service; rental, sale, and maintenance of telephone switching systems and data communication products; contracting of communication system projects; semiconductor facility monitoring and control system engineering; network communication system engineering; railway E and M system engineering; environmental protection solutions engineering; and research and development of radio frequency identification technology. Further, it offers information software services; manufactures computer and peripheral equipment, and other electrical engineering and electronic machinery equipment; and offers software and technology services. The company also serves distributors, chained stores, and food companies. Lien Hwa Industrial Holdings Corporation was founded in 1951 and is headquartered in Taipei, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lien Hwa Industrial Holdings reported revenue of 13.6B TWD in FY2025 versus 11.3B TWD in FY2021, a compound +4.7%/yr. Reported net income was 4.6B TWD in FY2025, compounding +3.0%/yr from FY2021.

1229 screens 10% overvalued. Compare with CITIC Limited →

Peer Group

Conglomerates · 370 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Conglomerates median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.