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SINO-R.BK$0.93+0.00%
Fair $0.93+0.0%

SINO-R.BK

Sino Logistics Corporation Public Company Limited

Industrials / Integrated Freight & LogisticsThailand

$0.93

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.93Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
Margin Compression

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 20%

FCF escenarios

weak_data · normalized FCF $41.8M · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

48/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · SINO-R.BKLocal privado en este navegador · Sino Logistics Corporation 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

$967M

P/E

15.5x

↓

EV/EBITDA

4.8x

↓

ROE

7.1%

↑

Gross Margin

15.5%

↓

Debt/Equity

0.20

↓
52-Week Range$1
$1$1

TradingView lightweight chart

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

Último $0.930Periodo +0.0%
Fair value: $0.930

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

-21.8%

FCF CAGR

-42.1%

FCF margin

7.0%

FCF / Net income

3.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.83B · net income $63.6M · FCF $196.7M

2022-FY → 2025-FY

Gross margin

15.5%-7.2% pts

Operating margin

3.1%-11.6% pts

Net margin

2.3%-9.5% pts

FCF margin

7.0%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.83B$2.83B$3.69B$1.80B$5.91B
Net Income$63.6M$63.6M$87.6M$52.7M$691.2M
EBITDA$184.8M$184.8M$209.3M$162.4M$903.2M
EPS0.060.060.080.0613.29
Gross Margin15.5%15.5%13.1%21.0%22.8%
Operating Margin3.1%3.1%3.8%4.9%14.7%
Net Margin2.3%2.3%2.4%2.9%11.7%
Balance Sheet
Debt/Equity0.200.200.120.260.17
Current Ratio2.982.98———
Cash Flow
Free Cash Flow$196.7M$196.7M$41.8M$-108.0M$1.02B
Returns
ROE7.1%7.1%9.5%6.1%106.7%
Valuation
P/E15.5015.50———
EV/EBITDA4.754.75———
P/B1.081.08———
Growth & Yield
Revenue Growth-23.5%-23.5%105.3%-69.5%—
EPS Growth-25.0%-25.0%33.3%-99.5%—

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

11.2%

razonable

EPS terminal req.

$0.08

Spread vs growth

-36.2%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.10

Spread vs growth

-35.7%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$0.16

Spread vs growth

-35.4%

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 · available periodreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

11.6x → 15.5x

EPS bridge

0.08 → 0.06

Residual

-8.3%

EPS growth-25.0%
Multiple rerating+33.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.3%

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.