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CCP-R.BK$0.26+0.00%
Fair $0.26+0.0%

CCP-R.BK

Chonburi Concrete Product Public Company Limited

Basic Materials / Building MaterialsThailand

$0.26

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.26Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $170.0M · quality 70.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

46/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · CCP-R.BKLocal privado en este navegador · Chonburi Concrete Product 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

$720M

P/E

8.7x

↓

EV/EBITDA

3.5x

↓

ROE

5.4%

↑

Gross Margin

22.2%

↑

Debt/Equity

0.41

↑
52-Week Range$0
$0$0

TradingView lightweight chart

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

Último $0.259Periodo -72.1%
Fair value: $0.260

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

+0.1%

FCF CAGR

+7.7%

FCF margin

6.8%

FCF / Net income

2.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.52B · net income $83.3M · FCF $170.0M

2022-FY → 2025-FY

Gross margin

22.2%+11.9% pts

Operating margin

4.4%+1.2% pts

Net margin

3.3%+2.3% pts

FCF margin

6.8%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.52B$2.52B$2.74B$2.98B$2.50B
Net Income$83.3M$83.3M$86.7M$115.7M$25.9M
EBITDA$299.9M$299.9M$355.3M$385.1M$253.3M
EPS0.030.030.030.040.01
Gross Margin22.2%22.2%22.2%22.9%10.3%
Operating Margin4.4%4.4%6.6%7.7%3.2%
Net Margin3.3%3.3%3.2%3.9%1.0%
Balance Sheet
Debt/Equity0.410.410.370.480.48
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$170.0M$170.0M$353.8M$112.0M$136.2M
Returns
ROE5.4%5.4%5.8%8.0%1.9%
Valuation
P/E8.678.678.957.8942.58
EV/EBITDA3.513.512.903.616.38
P/B0.460.460.520.630.83
Growth & Yield
Revenue Growth-8.1%-8.1%-8.1%18.9%—
EPS Growth-3.8%-3.8%-25.1%344.7%—
Dividend Yield3.9%3.9%———

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

-8.5%

fácil

EPS terminal req.

$0.02

Spread vs growth

4.6%

5Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$0.03

Spread vs growth

-2.3%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$0.04

Spread vs growth

-7.9%

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 +27.0%

Total return

+27.0%

Start / end P/E

6.7x → 8.6x

EPS bridge

0.03 → 0.03

Residual

-1.1%

EPS growth-3.8%
Multiple rerating+28.1%
Dividend+3.9%
Residual / FX / buybacks / cross-term-1.1%

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.