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88TH.BK$4.32+0.47%
Fair $4.32+0.0%

88TH.BK

88(Thailand) Public Company Limited

Consumer Defensive / Household & Personal ProductsThailand

$4.32

+0.02 (+0.47%)

Fairly Valued+0.0%Fair Value $4.32Fund rank 35/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $115.8M · quality 71.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 88TH.BKLocal privado en este navegador · 88(Thailand) Public Company Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$918M

P/E

9.2x

↓

EV/EBITDA

3.2x

↓

ROE

20.8%

↑

Gross Margin

68.8%

↑

Debt/Equity

0.02

↓
52-Week Range$4
$4$8

TradingView lightweight chart

88TH.BK price, volumen y niveles de valoración

Último $4.320Periodo -38.7%
Fair value: $4.320

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+34.4%

FCF CAGR

—

FCF margin

17.6%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $657.6M · net income $101.0M · FCF $115.8M

2023-FY → 2025-FY

Gross margin

68.8%+1.5% pts

Operating margin

19.4%— pts

Net margin

15.4%+8.2% pts

FCF margin

17.6%— pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$657.6M$657.6M$477.8M$364.0M
Net Income$101.0M$101.0M$55.8M$25.9M
EBITDA$137.3M$137.3M$76.9M—
EPS0.560.560.260.12
Gross Margin68.8%68.8%67.5%67.3%
Operating Margin19.4%19.4%14.4%—
Net Margin15.4%15.4%11.7%7.1%
Balance Sheet
Debt/Equity0.020.02——
Current Ratio6.316.31——
Cash Flow
Free Cash Flow$115.8M$115.8M——
Returns
ROE20.8%20.8%25.2%104.2%
Valuation
P/E9.199.19——
EV/EBITDA3.193.19——
P/B1.611.61——
Growth & Yield
Revenue Growth37.6%37.6%31.3%—
EPS Growth113.4%113.4%115.2%—
Dividend Yield4.3%4.3%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-11.9%

fácil

EPS terminal req.

$0.38

Spread vs growth

125.2%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$0.46

Spread vs growth

117.1%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$0.75

Spread vs growth

110.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total -34.4%

Total return

-34.4%

Start / end P/E

26.9x → 7.7x

EPS bridge

0.26 → 0.56

Residual

-80.8%

EPS growth+113.4%
Multiple rerating-71.3%
Dividend+4.3%
Residual / FX / buybacks / cross-term-80.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.