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AI-R.BK$2.90+0.00%
Fair $2.90+0.0%

AI-R.BK

Asian Insulators Public Company Limited

Industrials / Electrical Equipment & PartsThailand

$2.90

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.90Fund rank 32/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Low Profitability

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $251.0M · quality 55.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

38/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.8%, below the 5% threshold
Thesis & Journal · AI-R.BKLocal privado en este navegador · Asian Insulators 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

$2.0B

P/E

48.3x

↑

EV/EBITDA

6.9x

↓

ROE

2.8%

↓

Gross Margin

3.4%

↓

Debt/Equity

0.00

↓
52-Week Range$3
$3$4

TradingView lightweight chart

AI-R.BK price, volumen y niveles de valoración

Último $2.880Periodo -54.6%
Fair value: $2.900

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

-2.2%

FCF CAGR

-1.2%

FCF margin

3.1%

FCF / Net income

3.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.16B · net income $65.2M · FCF $251.0M

2022-FY → 2025-FY

Gross margin

3.4%-0.1% pts

Operating margin

1.0%-0.5% pts

Net margin

0.8%-0.7% pts

FCF margin

3.1%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.16B$8.16B$9.15B$8.75B$8.72B
Net Income$65.2M$65.2M$385.2M$119.5M$127.3M
EBITDA$248.4M$248.4M$710.7M$333.7M$332.2M
EPS——0.550.170.18
Gross Margin3.4%3.4%8.1%4.0%3.5%
Operating Margin1.0%1.0%5.8%1.7%1.5%
Net Margin0.8%0.8%4.2%1.4%1.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio3.933.93———
Cash Flow
Free Cash Flow$251.0M$251.0M$483.8M$-161.8M$260.1M
Returns
ROE2.8%2.8%15.9%5.4%5.5%
Valuation
P/E48.3348.336.4927.7732.69
EV/EBITDA6.936.933.019.1311.58
P/B0.890.891.031.501.80
Growth & Yield
Revenue Growth-10.8%-10.8%4.6%0.4%—
EPS Growth——221.6%-6.0%—
Dividend Yield13.5%13.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -1.8%

Total return

-1.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.55 → n/d

Residual

-15.3%

EPS growthn/d
Multiple reratingn/d
Dividend+13.5%
Residual / FX / buybacks / cross-term-15.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.