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PSP-R.BK$4.62+1.32%
Fair $4.62+0.0%

PSP-R.BK

P.S.P. Specialties Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$4.62

+0.06 (+1.32%)

Fairly Valued+0.0%Fair Value $4.62Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $700.1M · quality 55.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

42/100

C

Piotroski

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · PSP-R.BKLocal privado en este navegador · P.S.P. Specialties 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

$6.5B

P/E

N/A

•

EV/EBITDA

5.9x

↓

ROE

20.3%

↑

Gross Margin

13.9%

↓

Debt/Equity

0.39

↑
52-Week Range$5
$4$5

TradingView lightweight chart

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

Último $4.620Periodo -61.5%
Fair value: $4.620

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

-1.2%

FCF CAGR

—

FCF margin

5.3%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.73B · net income $850.6M · FCF $672.7M

2022-FY → 2025-FY

Gross margin

13.9%+2.3% pts

Operating margin

6.8%+1.0% pts

Net margin

6.7%+2.6% pts

FCF margin

5.3%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.73B$12.73B$13.35B$12.26B$13.20B
Net Income$850.6M$850.6M$671.7M$427.5M$537.3M
EBITDA$1.31B$1.31B$1.10B$869.4M$961.0M
EPS——0.480.380.38
Gross Margin13.9%13.9%12.7%11.1%11.6%
Operating Margin6.8%6.8%6.6%5.5%5.8%
Net Margin6.7%6.7%5.0%3.5%4.1%
Balance Sheet
Debt/Equity0.390.390.430.5811.48
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$672.7M$672.7M$700.1M$1.42B$-169.1M
Returns
ROE20.3%20.3%18.3%13.0%121.4%
Valuation
P/E——8.6712.47—
EV/EBITDA5.915.916.397.68—
P/B1.541.541.591.64—
Growth & Yield
Revenue Growth-4.7%-4.7%8.9%-7.2%—
EPS Growth——26.3%-1.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +2.7%

Total return

+2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.48 → n/d

Residual

+2.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.7%

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.