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TKIM.JK$5575.00+3.14%
Fair $5575.00+0.0%

TKIM.JK

PT Pabrik Kertas Tjiwi Kimia Tbk

Basic Materials / Paper & Paper ProductsJakarta

$5575.00

+175.00 (+3.14%)

Fairly Valued+0.0%Fair Value $5575.00Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $21.1M · quality 63.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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: 1unknown: 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 3 consecutive years
Thesis & Journal · TKIM.JKLocal privado en este navegador · PT Pabrik Kertas Tjiwi Kimia Tbk
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

$17.36T

P/E

3.9x

↓

EV/EBITDA

55173.8x

↑

ROE

9.3%

↑

Gross Margin

15.3%

↓

Debt/Equity

0.24

↑
52-Week Range$5575
$5325$11300

TradingView lightweight chart

TKIM.JK price, volumen y niveles de valoración

Último $5,750Periodo +1014.2%
Fair value: $5,575

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

-4.9%

FCF CAGR

-34.0%

FCF margin

2.1%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $984.7M · net income $275.8M · FCF $21.1M

2022-FY → 2025-FY

Gross margin

15.3%+1.5% pts

Operating margin

6.8%+1.3% pts

Net margin

28.0%-12.5% pts

FCF margin

2.1%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$984.7M$984.7M$985.1M$1.07B$1.14B
Net Income$275.8M$275.8M$297.1M$172.0M$463.3M
EBITDA$324.5M$324.5M$351.0M$232.9M$513.8M
EPS0.090.090.100.060.15
Gross Margin15.3%15.3%15.0%13.2%13.8%
Operating Margin6.8%6.8%7.1%6.0%5.5%
Net Margin28.0%28.0%30.2%16.0%40.5%
Balance Sheet
Debt/Equity0.240.240.330.410.46
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$21.1M$21.1M$49.7M$16.6M$73.4M
Returns
ROE9.3%9.3%11.1%7.2%20.9%
Valuation
P/E3.883.8863155.14131103.0746875.00
EV/EBITDA55173.7755173.7753441.1896902.8142261.82
P/B6068.176068.177002.119461.429787.37
Growth & Yield
Revenue Growth-0.0%-0.0%-8.3%-6.1%—
EPS Growth-7.1%-7.1%72.5%-62.8%—
Dividend Yield0.4%0.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

1674.1%

muy exigente

EPS terminal req.

$494.69

Spread vs growth

-1681.2%

5Y implied EPS CAGR

483.4%

muy exigente

EPS terminal req.

$598.57

Spread vs growth

-490.5%

10Y implied EPS CAGR

153.3%

muy exigente

EPS terminal req.

$964.01

Spread vs growth

-160.4%

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 · 1Y approxreconcilia total +0.9%

Total return

+0.9%

Start / end P/E

60010.5x → 64898.4x

EPS bridge

0.10 → 0.09

Residual

-0.6%

EPS growth-7.1%
Multiple rerating+8.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-0.6%

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.