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AHLEAST.BO$161.25+0.06%
Fair $161.25+0.0%

AHLEAST.BO

Asian Hotels (East) Limited

Consumer Cyclical / LodgingBSE

$161.25

+0.10 (+0.06%)

Fairly Valued+0.0%Fair Value $161.25Fund rank 20/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-104.7M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

40/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
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 · AHLEAST.BOLocal privado en este navegador · Asian Hotels (East) 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

$2.8B

P/E

15.9x

↓

EV/EBITDA

8.6x

↓

ROE

7.2%

↑

Gross Margin

56.5%

↑

Debt/Equity

1.35

↑
52-Week Range$161
$124$189

TradingView lightweight chart

AHLEAST.BO price, volumen y niveles de valoración

Último $161.25Periodo -18.3%
Fair value: $161.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+30.0%

FCF CAGR

—

FCF margin

-9.4%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12B · net income $175.2M · FCF $-104.7M

2022-FY → 2025-FY

Gross margin

56.5%+26.7% pts

Operating margin

27.0%+37.7% pts

Net margin

15.7%+83.4% pts

FCF margin

-9.4%+16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.12B$1.12B$1.08B$924.8M$509.4M
Net Income$175.2M$175.2M$317.1M$245.3M$-345.0M
EBITDA$707.6M$707.6M$616.2M$327.1M$138.7M
EPS10.1310.1318.3413.79-19.95
Gross Margin56.5%56.5%55.5%51.2%29.8%
Operating Margin27.0%27.0%24.8%19.6%-10.6%
Net Margin15.7%15.7%29.4%26.5%-67.7%
Balance Sheet
Debt/Equity1.351.351.45—0.20
Cash Flow
Free Cash Flow$-104.7M$-104.7M$-3.87B$34.7M$-130.1M
Returns
ROE7.2%7.2%13.8%12.1%-5.0%
Valuation
P/E15.9215.928.118.72—
EV/EBITDA8.578.579.575.3124.32
P/B1.141.141.121.020.30
Growth & Yield
Revenue Growth3.8%3.8%16.6%81.5%—
EPS Growth-44.8%-44.8%33.0%169.1%—
Dividend Yield0.6%0.6%———

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

12.2%

razonable

EPS terminal req.

$14.31

Spread vs growth

-57.0%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$17.31

Spread vs growth

-56.1%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$27.88

Spread vs growth

-55.4%

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 · 1Y approxreconcilia total +15.0%

Total return

+15.0%

Start / end P/E

7.7x → 15.9x

EPS bridge

18.34 → 10.13

Residual

-47.9%

EPS growth-44.8%
Multiple rerating+107.0%
Dividend+0.6%
Residual / FX / buybacks / cross-term-47.9%

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.