Sesoda Corporation (1708) AI Stock Analysis

Sesoda Corporation

(TWSE:1708)

Select Model

Rating:69.75Neutral

Price Target:TWD 49.00▲(7.93% Upside)

Action:initiatedcoverage

Date:11/10/26

The score is supported most strongly by solid financial stability and attractive valuation, particularly improved leverage, positive cash flow, a low P/E ratio, and a meaningful dividend yield. Weak recent operating performance and negative technical momentum reduce the overall score.

Positive Factors

Recovered ProfitabilityStrong 2025 gross, operating, and net margins show that the company can restore meaningful profitability after a downturn. If these margins remain durable, they provide internal funding for operations and investment while improving resilience through the next several quarters.

Negative Factors

Revenue VolatilityThe sharp revenue decline in 2025 indicates that demand or business conditions remain unstable, making forward earnings less predictable. Continued top-line volatility could limit operating leverage, complicate planning, and weaken the durability of the recent profitability recovery.

Sesoda Corporation (1708) vs. SPDR S&P 500 ETF (SPY)

Market Cap: TWD 11.25B
Dividend Yield: 3.52%
Average Volume (3M): 3.02M
Price to Earnings (P/E): 11.0
Beta (1Y): 0.40
Revenue Growth: 3.55%
EPS Growth: 34.35%
Country: TW
Employees: 344
Sector: General
Sector Strength: 55
Industry: Chemicals

Sesoda Corporation Business Overview & Revenue Model

Company Description

Sesoda Corporation, a Taiwan-based enterprise, specializes in the production and distribution of sulfate of potash (SOP). Its comprehensive SOP portfolio includes standard, soluble, low-chloride, granular, and industrial-grade varieties. Additionally...

Sesoda Corporation Financial Statement Overview

Summary

Solid overall financial foundation, supported by improved leverage, higher equity, positive free cash flow, and healthy margins. Lower revenue, net income, margins, and cash generation versus 2024 limit the score.

Income Statement

67Positive

Balance Sheet

80Positive

Cash Flow

72Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	6.50B	6.16B	6.37B	5.88B	8.03B	4.80B
Gross Profit	2.03B	1.94B	2.11B	859.53M	2.85B	1.57B
EBITDA	1.78B	1.69B	2.08B	780.86M	2.40B	1.36B
Net Income	1.03B	817.88M	974.57M	-28.46M	1.20B	670.87M
Balance Sheet
Total Assets	12.58B	12.51B	13.71B	13.08B	13.84B	12.13B
Cash, Cash Equivalents and Short-Term Investments	1.65B	1.70B	2.37B	1.60B	1.44B	1.13B
Total Debt	3.09B	3.20B	4.53B	5.03B	4.49B	4.64B
Total Liabilities	4.96B	5.12B	6.46B	6.71B	6.71B	6.09B
Stockholders Equity	7.62B	7.38B	7.25B	6.37B	7.13B	6.03B
Cash Flow
Free Cash Flow	1.04B	1.17B	1.54B	499.56M	1.33B	677.32M
Operating Cash Flow	1.38B	1.50B	1.88B	884.60M	1.73B	922.44M
Investing Cash Flow	-384.87M	-170.86M	-329.68M	-377.73M	-422.03M	-298.34M
Financing Cash Flow	-1.52B	-1.71B	-1.08B	-214.69M	-999.75M	-569.77M

Sesoda Corporation Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

TW:1708 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TW:1708	70Neutral	TWD 11.22B	11.02	―	3.52%	3.55%	34.35%
TW:1307	65Neutral	TWD 11.38B	8.46	―	7.76%	4.29%	-2.73%
TW:4755	58Neutral	TWD 12.34B	27.45	―	3.05%	-11.09%	37.46%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
TW:1304	46Neutral	TWD 12.12B	-6.20	―	1.32%	-9.36%	30.01%
TW:4707	45Neutral	TWD 11.15B	21.39	―	0.92%	-9.16%	67.21%
TW:1727	39Underperform	TWD 11.75B	121.53	―	0.18%	20.16%	962.24%

* General Sector Average

Performance Comparison

TW:1708 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TW:1708	Sesoda Corporation	45.40	14.25	45.76%
TW:1304	USI Corporation	11.40	0.23	2.03%
TW:1307	San Fang Chemical Industry Co., Ltd.	28.35	-3.28	-10.37%
TW:1727	Chung Hwa Chemical Industrial Works Ltd.	84.10	47.31	128.60%
TW:4707	Pan Asia Chemical Corp.	27.30	17.83	188.22%
TW:4755	San Fu Chemical Co., Ltd.	121.50	16.85	16.10%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Nov 09, 2026

Sesoda Corporation AI Stock Analysis