Chang-Ho Fibre Corporation (1468.TW)

Chang-Ho Fibre Corporation (1468.TW) — VMCI valuation read

Chang-Ho Fibre Corporation sits at VMCI 40/100, with the Consumer Cyclical sector median at 50. That 10-point spread is the first thing to note on 1468.TW: it tells the reader the composite is unfavorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on 1468.TW are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on 1468.TW: 1468.TW trades at 18.0x earnings, 0% above the Consumer Cyclical median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 16.0% sits 6.0pp above the Consumer Cyclical median (10.0%). The Risk read: net debt to EBITDA of 2.2x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.

1468.TW rose 3.3% over the trailing 7 days, with a -15.7% read on a 30-day basis.