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NAM.BK$3.52-2.22%
Fair $3.52+0.0%

NAM.BK

NAM.BK

Healthcare / Medical DevicesThailand

$3.52

-0.08 (-2.22%)

Fairly Valued+0.0%Fair Value $3.52Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-30.8M · 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 11/100Data 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

44/100

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: 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 · NAM.BKLocal privado en este navegador · NAM.BK
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

$2.5B

P/E

35.2x

↑

EV/EBITDA

9.3x

↓

ROE

5.1%

↑

Gross Margin

28.9%

↓

Debt/Equity

0.25

↑
52-Week Range$4
$3$5

TradingView lightweight chart

NAM.BK price, volumen y niveles de valoración

Último $3.520Periodo -47.1%
Fair value: $3.520

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

+19.4%

FCF CAGR

—

FCF margin

-1.6%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.87B · net income $101.6M · FCF $-30.8M

2022-FY → 2025-FY

Gross margin

28.9%-7.8% pts

Operating margin

8.3%-12.0% pts

Net margin

5.4%-10.6% pts

FCF margin

-1.6%+14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.87B$1.87B$1.11B$1.10B$1.10B
Net Income$101.6M$101.6M$180.9M$200.7M$175.7M
EBITDA$244.2M$244.2M$282.4M$295.6M$256.2M
EPS0.150.150.260.330.25
Gross Margin28.9%28.9%42.0%43.6%36.7%
Operating Margin8.3%8.3%19.1%22.7%20.3%
Net Margin5.4%5.4%16.2%18.2%16.0%
Balance Sheet
Debt/Equity0.250.250.170.120.22
Current Ratio3.493.49———
Cash Flow
Free Cash Flow$-30.8M$-30.8M$-56.0M$209.6M$-179.4M
Returns
ROE5.1%5.1%8.7%10.2%14.5%
Valuation
P/E35.2035.2017.8020.36—
EV/EBITDA9.269.269.3811.24—
P/B1.231.231.552.08—
Growth & Yield
Revenue Growth67.8%67.8%1.2%0.1%—
EPS Growth-43.8%-43.8%-20.9%30.1%—
Dividend Yield8.0%8.0%———

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

29.1%

muy exigente

EPS terminal req.

$0.31

Spread vs growth

-73.0%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$0.38

Spread vs growth

-64.9%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$0.61

Spread vs growth

-59.3%

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 -11.7%

Total return

-11.7%

Start / end P/E

17.0x → 24.3x

EPS bridge

0.26 → 0.15

Residual

-18.9%

EPS growth-43.8%
Multiple rerating+43.1%
Dividend+8.0%
Residual / FX / buybacks / cross-term-18.9%

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.