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SENA-R.BK$1.78+0.00%
Fair $1.78+0.0%

SENA-R.BK

Sena Development Public Company Limited

Real Estate / Real Estate - DevelopmentThailand

$1.78

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.78Fund rank 19/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 20.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

33/100

D

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 2.68, above the 2.0 threshold ROE is 3.9%, below the 5% threshold
Thesis & Journal · SENA-R.BKLocal privado en este navegador · Sena Development 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

$2.5B

P/E

9.9x

↓

EV/EBITDA

19.3x

↑

ROE

3.9%

↓

Gross Margin

32.2%

↓

Debt/Equity

2.68

↑
52-Week Range$2
$2$2

TradingView lightweight chart

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

Último $1.860Periodo -48.8%
Fair value: $1.780

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

+11.9%

FCF CAGR

-9.7%

FCF margin

12.4%

FCF / Net income

1.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.15B · net income $323.6M · FCF $639.1M

2022-FY → 2025-FY

Gross margin

32.2%-9.0% pts

Operating margin

13.3%+2.3% pts

Net margin

6.3%-18.3% pts

FCF margin

12.4%-11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.15B$5.15B$3.33B$3.66B$3.68B
Net Income$323.6M$323.6M$399.6M$406.7M$902.8M
EBITDA$1.26B$1.26B$1.03B$1.10B$1.38B
EPS——0.280.280.63
Gross Margin32.2%32.2%33.8%31.3%41.3%
Operating Margin13.3%13.3%7.1%7.3%11.0%
Net Margin6.3%6.3%12.0%11.1%24.6%
Balance Sheet
Debt/Equity2.682.682.691.731.58
Current Ratio2.952.95———
Cash Flow
Free Cash Flow$639.1M$639.1M$-687.8M$-726.2M$869.3M
Returns
ROE3.9%3.9%4.9%5.0%11.4%
Valuation
P/E9.899.898.0410.646.26
EV/EBITDA19.2819.2823.8714.5411.60
P/B0.300.300.390.530.72
Growth & Yield
Revenue Growth54.7%54.7%-9.1%-0.4%—
EPS Growth——-1.7%-54.9%—
Dividend Yield7.4%7.4%———

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 -4.0%

Total return

-4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.28 → n/d

Residual

-11.4%

EPS growthn/d
Multiple reratingn/d
Dividend+7.4%
Residual / FX / buybacks / cross-term-11.4%

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.