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ASIMAR-R.BK$1.36+0.00%
Fair $1.36+0.0%

ASIMAR-R.BK

Asian Marine Services Public Company Limited

Industrials / Aerospace & DefenseThailand

$1.36

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.36Fund rank 29/100 · Data gapFallback financials|
SA 47/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $163.2M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

47/100

C

Piotroski

5/9

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 · ASIMAR-R.BKLocal privado en este navegador · Asian Marine Services 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

$351M

P/E

8.0x

↓

EV/EBITDA

3.6x

↓

ROE

9.2%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.42

↑
52-Week Range$1
$1$2

TradingView lightweight chart

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

Último $1.550Periodo +38.4%
Fair value: $1.360

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

+7.4%

FCF CAGR

—

FCF margin

17.7%

FCF / Net income

3.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $920.4M · net income $43.1M · FCF $163.2M

2022-FY → 2025-FY

Gross margin

23.0%+6.9% pts

Operating margin

6.5%+4.0% pts

Net margin

4.7%+3.4% pts

FCF margin

17.7%+34.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$920.4M$920.4M$1.04B$554.8M$743.9M
Net Income$43.1M$43.1M$50.9M$17.6M$9.5M
EBITDA$124.6M$124.6M$127.5M$85.6M$65.0M
EPS0.170.170.200.070.04
Gross Margin23.0%23.0%19.8%26.4%16.1%
Operating Margin6.5%6.5%6.6%6.2%2.5%
Net Margin4.7%4.7%4.9%3.2%1.3%
Balance Sheet
Debt/Equity0.420.420.580.440.75
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$163.2M$163.2M$-90.2M$233.3M$-122.6M
Returns
ROE9.2%9.2%11.1%4.1%2.3%
Valuation
P/E8.008.007.8222.0651.35
EV/EBITDA3.603.604.685.4812.01
P/B0.750.750.870.901.16
Growth & Yield
Revenue Growth-11.6%-11.6%87.7%-25.4%—
EPS Growth-15.2%-15.2%189.7%83.8%—
Dividend Yield7.7%7.7%———

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

-10.3%

fácil

EPS terminal req.

$0.12

Spread vs growth

-5.0%

5Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$0.15

Spread vs growth

-12.6%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$0.24

Spread vs growth

-18.7%

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 +15.4%

Total return

+15.4%

Start / end P/E

7.3x → 9.3x

EPS bridge

0.20 → 0.17

Residual

-4.1%

EPS growth-15.2%
Multiple rerating+27.0%
Dividend+7.7%
Residual / FX / buybacks / cross-term-4.1%

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.