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SE-R.BK$0.48+0.00%
Fair $0.48+0.0%

SE-R.BK

SiamEast Solutions Public Company Limited

Industrials / Industrial DistributionThailand

$0.48

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.48Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.8M · quality 74.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

4/9

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 · SE-R.BKLocal privado en este navegador · SiamEast Solutions 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

$326M

P/E

8.0x

↓

EV/EBITDA

4.4x

↓

ROE

8.5%

↑

Gross Margin

25.8%

↑

Debt/Equity

0.02

↓
52-Week Range$0
$0$0

TradingView lightweight chart

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

Último $0.468Periodo -63.8%
Fair value: $0.480

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

-2.9%

FCF CAGR

-20.9%

FCF margin

6.1%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $555.2M · net income $40.2M · FCF $33.8M

2022-FY → 2025-FY

Gross margin

25.8%-1.9% pts

Operating margin

4.7%-4.3% pts

Net margin

7.2%-3.8% pts

FCF margin

6.1%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$555.2M$555.2M$539.1M$646.5M$605.6M
Net Income$40.2M$40.2M$35.8M$61.4M$66.8M
EBITDA$52.1M$52.1M$49.0M$83.1M$89.0M
EPS——0.050.090.10
Gross Margin25.8%25.8%24.8%25.6%27.7%
Operating Margin4.7%4.7%3.8%8.5%9.0%
Net Margin7.2%7.2%6.6%9.5%11.0%
Balance Sheet
Debt/Equity0.020.020.020.040.08
Current Ratio2.982.98———
Cash Flow
Free Cash Flow$33.8M$33.8M$34.2M$24.0M$68.2M
Returns
ROE8.5%8.5%7.9%14.2%16.8%
Valuation
P/E8.008.0010.289.7212.41
EV/EBITDA4.444.445.776.388.52
P/B0.690.690.811.382.09
Growth & Yield
Revenue Growth3.0%3.0%-16.6%6.7%—
EPS Growth——-41.6%-8.5%—
Dividend Yield5.7%5.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +14.6%

Total return

+14.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → n/d

Residual

+8.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.7%
Residual / FX / buybacks / cross-term+8.9%

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.