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PTL-R.BK$9.95+0.00%
Fair $9.95+0.0%

PTL-R.BK

Polyplex (Thailand) Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$9.95

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $9.95Fund rank 25/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
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 $-327.3M · 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 7/100Data 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

35/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -0.9%, below the 5% threshold
Thesis & Journal · PTL-R.BKLocal privado en este navegador · Polyplex (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

$9.0B

P/E

N/A

•

EV/EBITDA

9.8x

↓

ROE

-0.9%

↓

Gross Margin

10.9%

↓

Debt/Equity

0.13

↓
52-Week Range$10
$8$14

TradingView lightweight chart

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

Último $10.04Periodo +58.1%
Fair value: $9.950

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-8.2%

FCF CAGR

-27.6%

FCF margin

3.5%

FCF / Net income

-4.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.37B · net income $-177.4M · FCF $710.8M

2023-FY → 2026-FY

Gross margin

10.9%-7.2% pts

Operating margin

1.9%-7.0% pts

Net margin

-0.9%-8.8% pts

FCF margin

3.5%-3.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$20.37B$20.37B$22.34B$20.87B$26.34B
Net Income$-177.4M$-177.4M$1.16B$300.7M$2.10B
EBITDA$1.04B$1.04B$2.64B$1.60B$3.67B
EPS-0.20-0.201.280.332.33
Gross Margin10.9%10.9%14.0%11.4%18.1%
Operating Margin1.9%1.9%6.1%3.9%8.9%
Net Margin-0.9%-0.9%5.2%1.4%8.0%
Balance Sheet
Debt/Equity0.130.130.150.140.17
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$710.8M$710.8M$-327.3M$-565.6M$1.88B
Returns
ROE-0.9%-0.9%5.9%1.5%11.0%
Valuation
P/E——8.2844.247.72
EV/EBITDA9.829.824.228.964.65
P/B0.460.460.490.650.85
Growth & Yield
Revenue Growth-8.8%-8.8%7.0%-20.8%—
EPS Growth-115.6%-115.6%287.9%-85.8%—
Dividend Yield2.4%2.4%———

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 -2.9%

Total return

-2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.28 → -0.20

Residual

-5.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term-5.3%

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.