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BBGI.BK$4.30+5.39%
Fair $4.30+0.0%

BBGI.BK

BBGI Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$4.30

+0.22 (+5.39%)

Fairly Valued+0.0%Fair Value $4.30Fund rank 31/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $597.4M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

60/100

B

Piotroski

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.0%, below the 5% threshold
Thesis & Journal · BBGI.BKLocal privado en este navegador · BBGI 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

$6.2B

P/E

14.8x

↓

EV/EBITDA

9.4x

↓

ROE

3.0%

↑

Gross Margin

4.7%

↓

Debt/Equity

0.27

↑
52-Week Range$4
$3$5

TradingView lightweight chart

BBGI.BK price, volumen y niveles de valoración

Último $4.300Periodo -59.0%
Fair value: $4.300

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

+10.1%

FCF CAGR

+125.0%

FCF margin

4.8%

FCF / Net income

3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.83B · net income $282.7M · FCF $857.0M

2022-FY → 2025-FY

Gross margin

4.7%+1.3% pts

Operating margin

2.4%+0.9% pts

Net margin

1.6%+1.4% pts

FCF margin

4.8%+4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.83B$17.83B$22.19B$13.76B$13.37B
Net Income$282.7M$282.7M$215.1M$9.9M$20.4M
EBITDA$884.4M$884.4M$911.0M$667.2M$613.5M
EPS——0.150.010.02
Gross Margin4.7%4.7%3.5%3.2%3.5%
Operating Margin2.4%2.4%1.9%1.5%1.5%
Net Margin1.6%1.6%1.0%0.1%0.2%
Balance Sheet
Debt/Equity0.270.270.330.270.29
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$857.0M$857.0M$-353.0M$597.4M$75.3M
Returns
ROE3.0%3.0%2.3%0.1%0.2%
Valuation
P/E14.8314.8328.80438.00302.50
EV/EBITDA9.409.409.599.8615.75
P/B0.670.670.670.670.85
Growth & Yield
Revenue Growth-19.6%-19.6%61.3%2.9%—
EPS Growth——1400.0%-50.0%—
Dividend Yield3.6%3.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +43.2%

Total return

+43.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.15 → n/d

Residual

+39.6%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+39.6%

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.