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LST-R.BK$4.68+0.00%
Fair $4.68+0.0%

LST-R.BK

Lam Soon (Thailand) Public Company Limited

Consumer Defensive / Farm ProductsThailand

$4.68

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.68Fund rank 29/100 · Data gapFallback financials|
SA 46/C
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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $97.8M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

46/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LST-R.BKLocal privado en este navegador · Lam Soon (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

$3.8B

P/E

6.9x

↓

EV/EBITDA

4.1x

↓

ROE

9.5%

↑

Gross Margin

12.0%

↓

Debt/Equity

0.25

↓
52-Week Range$5
$5$5

TradingView lightweight chart

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

Último $4.660Periodo +94.2%
Fair value: $4.680

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

+3.7%

FCF CAGR

-28.9%

FCF margin

0.5%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.82B · net income $527.9M · FCF $61.9M

2022-FY → 2025-FY

Gross margin

12.0%+1.0% pts

Operating margin

5.7%+0.3% pts

Net margin

4.1%+0.4% pts

FCF margin

0.5%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.82B$12.82B$11.59B$10.77B$11.49B
Net Income$527.9M$527.9M$516.6M$514.3M$432.4M
EBITDA$1.06B$1.06B$1.03B$994.3M$921.8M
EPS0.640.640.630.630.53
Gross Margin12.0%12.0%12.7%12.8%11.0%
Operating Margin5.7%5.7%6.2%6.1%5.4%
Net Margin4.1%4.1%4.5%4.8%3.8%
Balance Sheet
Debt/Equity0.250.250.180.120.22
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$61.9M$61.9M$97.8M$685.5M$171.8M
Returns
ROE9.5%9.5%9.9%10.5%9.5%
Valuation
P/E6.886.887.787.819.81
EV/EBITDA4.084.084.244.225.35
P/B0.690.690.770.820.94
Growth & Yield
Revenue Growth10.6%10.6%7.6%-6.3%—
EPS Growth1.6%1.6%0.0%18.9%—
Dividend Yield4.7%4.7%———

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

-13.4%

fácil

EPS terminal req.

$0.42

Spread vs growth

15.0%

5Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$0.50

Spread vs growth

6.3%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$0.81

Spread vs growth

-0.8%

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 +0.2%

Total return

+0.2%

Start / end P/E

7.7x → 7.3x

EPS bridge

0.63 → 0.64

Residual

-0.1%

EPS growth+1.6%
Multiple rerating-6.0%
Dividend+4.7%
Residual / FX / buybacks / cross-term-0.1%

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.