Luhai Holding (2115) Fair Value & Analysis
Consumer Cyclical · TW · Market cap 2.3B TWD
Fair value as of: Jul 23, 2026
From 22 valuation models · updated 18 days ago
Fair value updated Jul 23, 2026, revised from 29.95 TWD to 35.80 TWD (+19.5%) since Jul 7, 2026. Share price +6.8% over the past month.
A solid business, screening 57% undervalued on our models.
What matters now
- The price is below even our cautious bear case (24.41 TWD). The market is more pessimistic than our downside scenario.
- Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (24.41 TWD to 52.07 TWD) leaves room in how you read the outcome.
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 19.90 TWD – 40.70 TWD · fair‑value band 24.41 TWD – 52.07 TWD · the 22.85 TWD price screens below the 35.80 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Luhai Holding (2115) currently trades at 22.85 TWD, while our model-based Fair Value estimate is 35.80 TWD, implying the stock looks roughly 56.7% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Luhai Holding generated revenue of 3.0B TWD at a net margin of 5.6%. Revenue declined 7.8% year over year. It earns a return on equity of 5.1%. Net debt stands at 33.7M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 24.41 TWD (bear case) to 52.07 TWD (bull case); at 22.85 TWD, the current price sits below 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 20% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at 57%, 2115 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.
All 22 models by family
Widest divergence: Multiples (33.33 TWD) versus Earnings-Based (17.10 TWD). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 49
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Luhai Holding Corp. engages in the production and sale of tire valves and accessories in China, Indonesia, and internationally.
Full company description
Luhai Holding Corp. engages in the production and sale of tire valves and accessories in China, Indonesia, and internationally. The company offers TPMS; valves for bicycles, electric bikes, motorcycles, passenger cars/light trucks, trucks/buses, and agricultural/OTR; and valve accessories, such as valve core, valve caps, hexagon nuts, washers, grommets and o-rings, rim nuts, and sleeves. It also provides valve core and mounting tools; tire pressure detection products, including tire pressure and pen type tire pressure gauges; inflating equipment comprising air chucks, clip-on air chucks, and connectors; and rigid, bent, plastic, and flexible valve extensions, as well as holders. In addition, it offers wheel balance weights and tools; tire repair accessories, such as skivers, stitchers, scrapers, repair tools, and tire repair units; and tire repair kits. Further, the company engages in investment and leasing activities; and manufacturing and selling precision processed products. It serves manufacturers in the tires, automobiles, trucks, and agriculture vehicles industries. Luhai Holding Corp. was founded in 1980 and is headquartered in Changhua, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Luhai Holding reported revenue of 3.0B TWD in FY2025 versus 3.4B TWD in FY2021, a compound −3.2%/yr. Reported net income was 165M TWD in FY2025, compounding −19.8%/yr from FY2021.
of which total revenue +1.3 pp · buybacks/dilution +0.0 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
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Peer Group
Auto Parts · 642 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 Auto Parts 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.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Hyundai Mobis Co 012330 | 482,000 KRW | 678,420 KRW | +41% |
| Magna International Inc MGAN | 1,122 MXN | 1,172 MXN | +4% |
| Samvardhana Motherson International Limited MOTHERSON | ₹144.17 | ₹80.63 | -44% |
| Bosch Limited BOSCHLTD | ₹41,110 | ₹14,004 | -66% |
| Bharat Forge Limited BHARATFORG | ₹2,117 | ₹441.74 | -79% |
| Uno Minda Limited UNOMINDA | ₹1,158 | ₹426.57 | -63% |
| Schaeffler India Limited SCHAEFFLER | ₹4,135 | ₹1,412 | -66% |
| Hankook Tire & Technology Co 161390 | 73,600 KRW | 196,479 KRW | +167% |
| MRF Limited MRF | ₹131,025 | ₹125,849 | -4% |
| Sona BLW Precision Forgings Limited SONACOMS | ₹792.00 | ₹207.06 | -74% |
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Frequently asked questions
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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.
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