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BTNC-R.BK$15.20+0.00%
Fair $15.20+0.0%

BTNC-R.BK

Boutique Newcity Public Company Limited

Consumer Cyclical / Apparel RetailThailand

$15.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $15.20Fund rank 31/100 · Data gapFallback financials|
SA 50/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $13.5M · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

50/100

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 · BTNC-R.BKLocal privado en este navegador · Boutique Newcity 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

$182M

P/E

5.2x

↓

EV/EBITDA

3.3x

↓

ROE

6.9%

↑

Gross Margin

55.3%

↑

Debt/Equity

0.02

↓
52-Week Range$15
$11$20

TradingView lightweight chart

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

Último $20.10Periodo +91.4%
Fair value: $15.20

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

-4.7%

FCF CAGR

—

FCF margin

-6.6%

FCF / Net income

-0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $231.2M · net income $35.3M · FCF $-15.3M

2022-FY → 2025-FY

Gross margin

55.3%+5.4% pts

Operating margin

-13.4%-12.8% pts

Net margin

15.3%+7.4% pts

FCF margin

-6.6%-20.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$231.2M$231.2M$295.4M$264.9M$267.2M
Net Income$35.3M$35.3M$8.3M$27.5M$21.0M
EBITDA$57.3M$57.3M$23.7M$44.4M$51.7M
EPS——0.692.301.75
Gross Margin55.3%55.3%47.7%51.4%49.9%
Operating Margin-13.4%-13.4%-6.1%2.9%-0.6%
Net Margin15.3%15.3%2.8%10.4%7.8%
Balance Sheet
Debt/Equity0.020.020.050.050.08
Current Ratio10.8210.82———
Cash Flow
Free Cash Flow$-15.3M$-15.3M$22.1M$13.5M$37.9M
Returns
ROE6.9%6.9%1.7%5.6%4.5%
Valuation
P/E5.175.1723.6218.856.29
EV/EBITDA3.323.328.2411.863.17
P/B0.360.360.401.060.29
Growth & Yield
Revenue Growth-21.7%-21.7%11.5%-0.9%—
EPS Growth——-70.0%31.4%—
Dividend Yield7.5%7.5%———

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 +68.3%

Total return

+68.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.69 → n/d

Residual

+60.8%

EPS growthn/d
Multiple reratingn/d
Dividend+7.5%
Residual / FX / buybacks / cross-term+60.8%

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.