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SUSCO-R.BK$2.08+0.00%
Fair $2.08+0.0%

SUSCO-R.BK

Susco Public Company Limited

Energy / Oil & Gas Refining & MarketingThailand

$2.08

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.08Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $192.9M · quality 41.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

37/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is 2.8%, below the 5% threshold
Thesis & Journal · SUSCO-R.BKLocal privado en este navegador · Susco 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

$2.0B

P/E

14.9x

↓

EV/EBITDA

5.2x

↓

ROE

2.8%

↓

Gross Margin

3.8%

↓

Debt/Equity

0.78

↑
52-Week Range$2
$2$3

TradingView lightweight chart

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

Último $2.131Periodo +446.3%
Fair value: $2.080

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

-2.8%

FCF CAGR

+6.2%

FCF margin

1.5%

FCF / Net income

3.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.73B · net income $120.3M · FCF $470.7M

2022-FY → 2025-FY

Gross margin

3.8%-0.4% pts

Operating margin

-0.8%-1.8% pts

Net margin

0.4%-0.9% pts

FCF margin

1.5%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.73B$30.73B$32.40B$32.10B$33.47B
Net Income$120.3M$120.3M$291.7M$1.23B$422.1M
EBITDA$863.1M$863.1M$1.00B$2.08B$1.03B
EPS0.130.130.291.230.42
Gross Margin3.8%3.8%3.9%4.0%4.2%
Operating Margin-0.8%-0.8%-0.4%0.1%1.1%
Net Margin0.4%0.4%0.9%3.8%1.3%
Balance Sheet
Debt/Equity0.780.780.800.620.69
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$470.7M$470.7M$192.9M$-835.6M$393.1M
Returns
ROE2.8%2.8%6.4%26.8%11.1%
Valuation
P/E14.8614.869.722.839.22
EV/EBITDA5.245.245.472.705.40
P/B0.460.460.620.761.02
Growth & Yield
Revenue Growth-5.2%-5.2%1.0%-4.1%—
EPS Growth-55.2%-55.2%-76.4%192.9%—
Dividend Yield2.8%2.8%———

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

12.4%

razonable

EPS terminal req.

$0.18

Spread vs growth

-67.6%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$0.22

Spread vs growth

-66.6%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.36

Spread vs growth

-65.9%

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 -24.3%

Total return

-24.3%

Start / end P/E

10.1x → 16.4x

EPS bridge

0.29 → 0.13

Residual

-34.5%

EPS growth-55.2%
Multiple rerating+62.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-34.5%

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.