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TAE-R.BK$1.56+0.00%
Fair $1.56+0.0%

TAE-R.BK

Thai Agro Energy Public Company Limited

Basic Materials / ChemicalsThailand

$1.56

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.56Fund rank 30/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $173.8M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

34/100

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: 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. Revenue has declined for 2 consecutive years ROE is -0.5%, below the 5% threshold
Thesis & Journal · TAE-R.BKLocal privado en este navegador · Thai Agro Energy 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

$1.6B

P/E

13.0x

↓

EV/EBITDA

11.7x

↑

ROE

-0.5%

↓

Gross Margin

6.9%

↓

Debt/Equity

0.68

↑
52-Week Range$2
$1$2

TradingView lightweight chart

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

Último $1.247Periodo -57.0%
Fair value: $1.560

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

-1.3%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

-3.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.95B · net income $-8.1M · FCF $30.0M

2022-FY → 2025-FY

Gross margin

6.9%+1.9% pts

Operating margin

2.4%+4.6% pts

Net margin

-0.4%+3.3% pts

FCF margin

1.5%+16.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.95B$1.95B$2.26B$2.64B$2.03B
Net Income$-8.1M$-8.1M$22.5M$30.3M$-76.0M
EBITDA$226.8M$226.8M$279.0M$291.5M$124.7M
EPS-0.01-0.010.020.03-0.08
Gross Margin6.9%6.9%9.4%8.7%5.0%
Operating Margin2.4%2.4%4.2%4.0%-2.2%
Net Margin-0.4%-0.4%1.0%1.1%-3.7%
Balance Sheet
Debt/Equity0.680.680.690.811.17
Current Ratio0.570.57———
Cash Flow
Free Cash Flow$30.0M$30.0M$173.8M$596.4M$-303.6M
Returns
ROE-0.5%-0.5%1.3%1.8%-4.7%
Valuation
P/E13.0013.0033.6446.00—
EV/EBITDA11.7311.736.679.1627.70
P/B0.940.940.440.830.97
Growth & Yield
Revenue Growth-13.8%-13.8%-14.5%30.3%—
EPS Growth-136.4%-136.4%-26.7%139.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +59.9%

Total return

+59.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → -0.01

Residual

+59.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+59.9%

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.