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ASK-R.BK$9.10+0.00%
Fair $9.10+0.0%

ASK-R.BK

Asia Sermkij Leasing Public Company Limited

Financial Services / Credit ServicesThailand

$9.10

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $9.10Fund rank 22/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9
High DebtDeclining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 32.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 4.00, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · ASK-R.BKLocal privado en este navegador · Asia Sermkij Leasing 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

$6.4B

P/E

10.8x

↓

EV/EBITDA

31.8x

↑

ROE

4.5%

↓

Gross Margin

61.5%

↑

Debt/Equity

4.00

↑
52-Week Range$9
$7$10

TradingView lightweight chart

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

Último $7.889Periodo +57.8%
Fair value: $9.100

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

-2.1%

FCF CAGR

—

FCF margin

215.1%

FCF / Net income

20.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.17B · net income $531.5M · FCF $11.12B

2022-FY → 2025-FY

Gross margin

61.5%-12.4% pts

Operating margin

28.3%-6.2% pts

Net margin

10.3%-17.2% pts

FCF margin

215.1%+402.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.17B$5.17B$6.16B$6.32B$5.50B
Net Income$531.5M$531.5M$331.8M$1.22B$1.51B
EBITDA$1.67B$1.67B$1.45B$1.64B$1.97B
EPS0.830.830.632.312.86
Gross Margin61.5%61.5%60.3%64.0%73.9%
Operating Margin28.3%28.3%20.6%24.6%34.5%
Net Margin10.3%10.3%5.4%19.3%27.5%
Balance Sheet
Debt/Equity4.004.005.846.025.48
Current Ratio2.492.49———
Cash Flow
Free Cash Flow$11.12B$11.12B$5.32B$-7.67B$-10.32B
Returns
ROE4.5%4.5%3.2%11.4%14.7%
Valuation
P/E10.8310.8316.4710.9612.06
EV/EBITDA31.7831.7844.8146.9737.55
P/B0.490.490.531.251.78
Growth & Yield
Revenue Growth-16.1%-16.1%-2.5%14.8%—
EPS Growth31.7%31.7%-72.7%-19.2%—
Dividend Yield5.1%5.1%———

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

-0.9%

fácil

EPS terminal req.

$0.81

Spread vs growth

32.7%

5Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$0.98

Spread vs growth

28.4%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$1.57

Spread vs growth

25.1%

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 +16.9%

Total return

+16.9%

Start / end P/E

11.2x → 9.5x

EPS bridge

0.63 → 0.83

Residual

-4.8%

EPS growth+31.7%
Multiple rerating-15.1%
Dividend+5.1%
Residual / FX / buybacks / cross-term-4.8%

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.