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I2-R.BK$0.74+0.00%
Fair $0.74+0.0%

I2-R.BK

I2 Enterprise Public Company Limited

Technology / Communication EquipmentThailand

$0.74

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.74Fund rank 19/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
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 14%

FCF escenarios

weak_data · normalized FCF $-234.3M · quality 26.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

21/100

D

Piotroski

3/9

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 2 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · I2-R.BKLocal privado en este navegador · I2 Enterprise 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

$311M

P/E

24.7x

↑

EV/EBITDA

16.9x

↑

ROE

2.1%

↓

Gross Margin

10.8%

↓

Debt/Equity

1.30

↑
52-Week Range$1
$1$1

TradingView lightweight chart

I2-R.BK price, volumen y niveles de valoración

Último $0.740Periodo +0.0%
Fair value: $0.740

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

-1.3%

FCF / Net income

-0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $805.9M · net income $13.4M · FCF $-10.4M

2022-FY → 2025-FY

Gross margin

10.8%-2.7% pts

Operating margin

0.2%-5.9% pts

Net margin

1.7%-3.1% pts

FCF margin

-1.3%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$805.9M$805.9M$1.36B$1.42B$935.9M
Net Income$13.4M$13.4M$59.1M$85.3M$45.0M
EBITDA$63.7M$63.7M$120.8M$127.4M$70.5M
EPS0.030.030.140.240.11
Gross Margin10.8%10.8%9.7%12.7%13.5%
Operating Margin0.2%0.2%4.4%7.9%6.1%
Net Margin1.7%1.7%4.3%6.0%4.8%
Balance Sheet
Debt/Equity1.301.301.321.360.31
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$-10.4M$-10.4M$-234.3M$-827.6M$-62.0M
Returns
ROE2.1%2.1%9.1%13.8%18.0%
Valuation
P/E24.6724.67———
EV/EBITDA16.9016.90———
P/B0.520.52———
Growth & Yield
Revenue Growth-40.9%-40.9%-4.0%51.7%—
EPS Growth-78.6%-78.6%-41.7%124.1%—

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

29.8%

muy exigente

EPS terminal req.

$0.07

Spread vs growth

-108.4%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$0.08

Spread vs growth

-100.1%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$0.13

Spread vs growth

-94.2%

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 · available periodreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

5.3x → 24.7x

EPS bridge

0.14 → 0.03

Residual

-288.1%

EPS growth-78.6%
Multiple rerating+366.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-288.1%

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.