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GBX-R.BK$0.56+0.00%
Fair $0.56+0.0%

GBX-R.BK

Globlex Holding Management Public Company Limited

Financial Services / Capital MarketsThailand

$0.56

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.56Fund rank 28/100 · Data gapFallback financials|
SA 26/D
F-Score: 6/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 11.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

26/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.1%, below the 5% threshold
Thesis & Journal · GBX-R.BKLocal privado en este navegador · Globlex Holding Management 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

$610M

P/E

18.7x

↑

EV/EBITDA

8.1x

↓

ROE

2.1%

↓

Gross Margin

16.2%

↓

Debt/Equity

0.78

↑
52-Week Range$1
$0$1

TradingView lightweight chart

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

Último $0.540Periodo -64.0%
Fair value: $0.560

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

+4.9%

FCF CAGR

—

FCF margin

58.2%

FCF / Net income

13.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $686.3M · net income $28.6M · FCF $399.2M

2022-FY → 2025-FY

Gross margin

16.2%-7.5% pts

Operating margin

2.1%-6.5% pts

Net margin

4.2%-7.7% pts

FCF margin

58.2%+66.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$686.3M$686.3M$559.8M$467.9M$593.7M
Net Income$28.6M$28.6M$-54.5M$48.5M$70.5M
EBITDA$101.8M$101.8M$1.8M$138.3M$146.7M
EPS0.030.03-0.050.040.07
Gross Margin16.2%16.2%20.3%21.7%23.7%
Operating Margin2.1%2.1%3.6%2.9%8.7%
Net Margin4.2%4.2%-9.7%10.4%11.9%
Balance Sheet
Debt/Equity0.780.780.600.430.22
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$399.2M$399.2M$-121.9M$41.5M$-50.8M
Returns
ROE2.1%2.1%-4.0%3.3%4.7%
Valuation
P/E18.6718.67—17.8113.68
EV/EBITDA8.108.10564.447.215.01
P/B0.450.450.550.590.64
Growth & Yield
Revenue Growth22.6%22.6%19.7%-21.2%—
EPS Growth152.0%152.0%-211.1%-30.8%—
Dividend Yield0.7%0.7%———

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

24.1%

exigente

EPS terminal req.

$0.05

Spread vs growth

127.9%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$0.06

Spread vs growth

133.7%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.10

Spread vs growth

137.9%

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 -7.7%

Total return

-7.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → 0.03

Residual

-8.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term-8.5%

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.