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CM-R.BK$1.57+0.00%
Fair $1.57+0.0%

CM-R.BK

Chiangmai Frozen Foods Public Company Limited

Consumer Defensive / Packaged FoodsThailand

$1.57

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.57Fund rank 28/100 · Data gapFallback financials|
SA 37/D
F-Score: 2/9
Declining RevenueLow 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $101.6M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

37/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · CM-R.BKLocal privado en este navegador · Chiangmai Frozen Foods 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

$598M

P/E

31.4x

↑

EV/EBITDA

4.9x

↓

ROE

1.5%

↓

Gross Margin

14.2%

↓

Debt/Equity

0.00

↓
52-Week Range$2
$2$2

TradingView lightweight chart

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

Último $1.590Periodo -46.3%
Fair value: $1.570

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

-7.5%

FCF CAGR

—

FCF margin

-11.1%

FCF / Net income

-5.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.06B · net income $19.8M · FCF $-117.4M

2022-FY → 2025-FY

Gross margin

14.2%-4.3% pts

Operating margin

-0.1%-1.9% pts

Net margin

1.9%+4.3% pts

FCF margin

-11.1%-13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.06B$1.06B$1.18B$1.25B$1.34B
Net Income$19.8M$19.8M$53.8M$98.3M$-31.8M
EBITDA$94.1M$94.1M$172.2M$176.8M$45.4M
EPS0.050.050.150.26-0.08
Gross Margin14.2%14.2%20.8%18.9%18.5%
Operating Margin-0.1%-0.1%7.5%6.8%1.8%
Net Margin1.9%1.9%4.6%7.9%-2.4%
Balance Sheet
Debt/Equity0.000.000.000.020.17
Current Ratio9.369.36———
Cash Flow
Free Cash Flow$-117.4M$-117.4M$101.6M$193.6M$31.7M
Returns
ROE1.5%1.5%3.9%7.2%-2.5%
Valuation
P/E31.4031.4013.077.91—
EV/EBITDA4.934.932.633.0022.95
P/B0.440.440.550.580.81
Growth & Yield
Revenue Growth-10.4%-10.4%-5.6%-6.5%—
EPS Growth-66.7%-66.7%-42.3%425.0%—
Dividend Yield1.9%1.9%———

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

40.7%

muy exigente

EPS terminal req.

$0.14

Spread vs growth

-107.4%

5Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$0.17

Spread vs growth

-94.2%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$0.27

Spread vs growth

-85.1%

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 -4.0%

Total return

-4.0%

Start / end P/E

11.3x → 31.8x

EPS bridge

0.15 → 0.05

Residual

-121.5%

EPS growth-66.7%
Multiple rerating+182.2%
Dividend+1.9%
Residual / FX / buybacks / cross-term-121.5%

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.