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INET-R.BK$3.94+0.00%
Fair $3.94+0.0%

INET-R.BK

Internet Thailand Public Company Limited

Technology / Information Technology ServicesThailand

$3.94

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.94Fund rank 31/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
High Debt

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 49.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

40/100

C

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: 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. Debt-to-Equity ratio is 2.01, above the 2.0 threshold
Thesis & Journal · INET-R.BKLocal privado en este navegador · Internet Thailand 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

$2.4B

P/E

6.8x

↓

EV/EBITDA

4.3x

↓

ROE

6.8%

↑

Gross Margin

51.7%

↑

Debt/Equity

2.01

↑
52-Week Range$4
$4$6

TradingView lightweight chart

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

Último $3.740Periodo +154.4%
Fair value: $3.940

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

+15.4%

FCF CAGR

+66.5%

FCF margin

59.5%

FCF / Net income

7.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.14B · net income $241.7M · FCF $1.87B

2022-FY → 2025-FY

Gross margin

51.7%+6.9% pts

Operating margin

39.2%+9.2% pts

Net margin

7.7%-2.2% pts

FCF margin

59.5%+39.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.14B$3.14B$2.53B$2.09B$2.04B
Net Income$241.7M$241.7M$385.0M$234.6M$201.3M
EBITDA$1.88B$1.88B$1.59B$1.15B$1.01B
EPS0.400.400.750.470.40
Gross Margin51.7%51.7%54.8%51.7%44.8%
Operating Margin39.2%39.2%43.1%37.5%30.0%
Net Margin7.7%7.7%15.2%11.2%9.8%
Balance Sheet
Debt/Equity2.012.011.692.211.67
Current Ratio0.330.33———
Cash Flow
Free Cash Flow$1.87B$1.87B$1.03B$348.5M$404.9M
Returns
ROE6.8%6.8%11.3%9.0%8.6%
Valuation
P/E6.796.798.169.4012.69
EV/EBITDA4.284.285.386.566.23
P/B0.660.660.930.851.09
Growth & Yield
Revenue Growth24.2%24.2%21.1%2.2%—
EPS Growth-46.7%-46.7%59.6%16.8%—
Dividend Yield3.2%3.2%———

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

-4.4%

fácil

EPS terminal req.

$0.35

Spread vs growth

-42.3%

5Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$0.42

Spread vs growth

-47.8%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$0.68

Spread vs growth

-52.1%

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 -32.9%

Total return

-32.9%

Start / end P/E

7.8x → 9.4x

EPS bridge

0.75 → 0.40

Residual

-9.3%

EPS growth-46.7%
Multiple rerating+19.9%
Dividend+3.2%
Residual / FX / buybacks / cross-term-9.3%

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.