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INOX-R.BK$4.40+0.00%
Fair $4.40+0.0%

INOX-R.BK

POSCO-Thainox Public Company Limited

Basic Materials / SteelThailand

$4.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.40Fund rank 25/100 · Data gapFallback financials|
SA 29/D
F-Score: 1/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $707.8M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

29/100

D

Piotroski

1/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -0.7%, below the 5% threshold
Thesis & Journal · INOX-R.BKLocal privado en este navegador · POSCO-Thainox 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

$3.4B

P/E

N/A

•

EV/EBITDA

2.5x

↓

ROE

-0.7%

↓

Gross Margin

4.8%

↓

Debt/Equity

0.00

↓
52-Week Range$4
$7$7

TradingView lightweight chart

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

Último $7.000Periodo +469.1%
Fair value: $4.400

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

-17.4%

FCF CAGR

—

FCF margin

-3.2%

FCF / Net income

6.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.25B · net income $-62.0M · FCF $-422.3M

2022-FY → 2025-FY

Gross margin

4.8%+1.5% pts

Operating margin

0.2%-0.9% pts

Net margin

-0.5%-1.3% pts

FCF margin

-3.2%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.25B$13.25B$14.38B$14.07B$23.52B
Net Income$-62.0M$-62.0M$350.8M$-73.1M$206.1M
EBITDA$427.9M$427.9M$756.3M$255.2M$636.1M
EPS-0.08-0.080.45-0.090.26
Gross Margin4.8%4.8%5.1%2.2%3.3%
Operating Margin0.2%0.2%2.0%-0.9%1.1%
Net Margin-0.5%-0.5%2.4%-0.5%0.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.324.32———
Cash Flow
Free Cash Flow$-422.3M$-422.3M$707.8M$1.41B$-714.0M
Returns
ROE-0.7%-0.7%3.8%-0.8%2.2%
Valuation
P/E——15.56—37.57
EV/EBITDA2.532.533.2312.5210.43
P/B0.380.380.590.610.84
Growth & Yield
Revenue Growth-7.8%-7.8%2.2%-40.2%—
EPS Growth-117.8%-117.8%578.7%-135.6%—

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 +0.0%

Total return

+0.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.45 → -0.08

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.