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CFRESH-R.BK$1.00+0.00%
Fair $1.00+0.0%

CFRESH-R.BK

Seafresh Industry Public Company Limited

Consumer Defensive / Packaged FoodsThailand

$1.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.00Fund rank 29/100 · Data gapFallback financials|
SA 39/D
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 20%

FCF escenarios

weak_data · normalized FCF $105.4M · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

39/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.2%, below the 5% threshold
Thesis & Journal · CFRESH-R.BKLocal privado en este navegador · Seafresh Industry 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

$927M

P/E

9.1x

↓

EV/EBITDA

6.1x

↓

ROE

1.2%

↓

Gross Margin

12.6%

↓

Debt/Equity

0.85

↑
52-Week Range$1
$2$2

TradingView lightweight chart

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

Último $1.830Periodo +0.6%
Fair value: $1.000

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

+4.4%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

3.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.91B · net income $28.8M · FCF $105.4M

2022-FY → 2025-FY

Gross margin

12.6%-1.7% pts

Operating margin

3.4%+0.2% pts

Net margin

0.4%-2.1% pts

FCF margin

1.3%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.91B$7.91B$7.41B$6.51B$6.95B
Net Income$28.8M$28.8M$-81.5M$75.2M$172.4M
EBITDA$444.2M$444.2M$336.6M$362.0M$501.0M
EPS0.030.03-0.090.080.19
Gross Margin12.6%12.6%13.2%13.0%14.3%
Operating Margin3.4%3.4%3.3%2.7%3.2%
Net Margin0.4%0.4%-1.1%1.2%2.5%
Balance Sheet
Debt/Equity0.850.850.840.730.82
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$105.4M$105.4M$61.7M$286.9M$-42.5M
Returns
ROE1.2%1.2%-3.5%3.1%7.6%
Valuation
P/E9.099.09—22.8812.43
EV/EBITDA6.136.1310.479.368.05
P/B0.400.400.740.710.96
Growth & Yield
Revenue Growth6.8%6.8%13.9%-6.4%—
EPS Growth133.3%133.3%-212.5%-57.9%—

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

43.5%

muy exigente

EPS terminal req.

$0.09

Spread vs growth

89.8%

5Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$0.11

Spread vs growth

104.3%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$0.17

Spread vs growth

114.2%

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 +0.0%

Total return

+0.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.03

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.