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CPNREIT.BK$12.50-0.79%
Fair $12.50+0.0%

CPNREIT.BK

CPN Retail Growth Leasehold REIT

Real Estate / REIT - DiversifiedThailand

$12.50

-0.10 (-0.79%)

Fairly Valued+0.0%Fair Value $12.50Fund rank 30/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 29.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

33/100

D

Piotroski

5/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · CPNREIT.BKLocal privado en este navegador · CPN Retail Growth Leasehold REIT
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

$45.3B

P/E

13.4x

↑

EV/EBITDA

16.1x

↑

ROE

8.2%

↑

Gross Margin

76.2%

↑

Debt/Equity

1.14

↑
52-Week Range$13
$10$13

TradingView lightweight chart

CPNREIT.BK price, volumen y niveles de valoración

Último $12.50Periodo +17.1%
Fair value: $12.50

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

+9.6%

FCF CAGR

+5.0%

FCF margin

66.9%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.41B · net income $3.46B · FCF $4.29B

2022-FY → 2025-FY

Gross margin

76.2%-2.9% pts

Operating margin

73.2%-3.5% pts

Net margin

54.0%+10.6% pts

FCF margin

66.9%-9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.41B$6.41B$6.02B$5.75B$4.87B
Net Income$3.46B$3.46B$1.70B$3.24B$2.11B
EBITDA$5.71B$5.71B$4.42B$5.73B$4.47B
EPS——0.471.240.81
Gross Margin76.2%76.2%81.8%81.3%79.1%
Operating Margin73.2%73.2%78.7%78.5%76.8%
Net Margin54.0%54.0%28.2%56.2%43.4%
Balance Sheet
Debt/Equity1.141.141.071.321.32
Current Ratio0.280.28———
Cash Flow
Free Cash Flow$4.29B$4.29B$-6.01B$3.56B$3.71B
Returns
ROE8.2%8.2%4.0%9.7%6.3%
Valuation
P/E13.4413.4425.629.5924.09
EV/EBITDA16.0616.0619.8912.9720.76
P/B1.071.071.020.931.53
Growth & Yield
Revenue Growth6.4%6.4%4.7%18.1%—
EPS Growth——-62.2%53.2%—
Dividend Yield8.8%8.8%———

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 +13.9%

Total return

+13.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.47 → n/d

Residual

+5.0%

EPS growthn/d
Multiple reratingn/d
Dividend+8.8%
Residual / FX / buybacks / cross-term+5.0%

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.