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TMW-R.BK$58.75+0.00%
Fair $58.75+0.0%

TMW-R.BK

Thai Mitsuwa Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$58.75

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $58.75Fund rank 36/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $365.9M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

51/100

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: 0unknown: 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.
Thesis & Journal · TMW-R.BKLocal privado en este navegador · Thai Mitsuwa 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

$2.3B

P/E

4.3x

↓

EV/EBITDA

2.0x

↓

ROE

13.6%

↑

Gross Margin

23.8%

↑

Debt/Equity

0.01

↓
52-Week Range$59
$48$61

TradingView lightweight chart

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

Último $56.54Periodo +303.9%
Fair value: $58.75

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

+8.3%

FCF CAGR

+38.5%

FCF margin

7.8%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.89B · net income $479.0M · FCF $302.9M

2022-FY → 2025-FY

Gross margin

23.8%+9.2% pts

Operating margin

14.6%+10.3% pts

Net margin

12.3%+8.4% pts

FCF margin

7.8%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.89B$3.89B$4.02B$3.69B$3.06B
Net Income$479.0M$479.0M$551.6M$224.9M$119.0M
EBITDA$855.6M$855.6M$856.6M$501.7M$423.0M
EPS12.0012.0013.825.642.98
Gross Margin23.8%23.8%22.9%15.7%14.6%
Operating Margin14.6%14.6%14.1%6.3%4.3%
Net Margin12.3%12.3%13.7%6.1%3.9%
Balance Sheet
Debt/Equity0.010.010.000.000.02
Current Ratio3.423.42———
Cash Flow
Free Cash Flow$302.9M$302.9M$395.6M$365.9M$114.0M
Returns
ROE13.6%13.6%17.1%8.2%4.7%
Valuation
P/E4.344.343.187.7813.26
EV/EBITDA2.012.011.032.442.89
P/B0.660.660.540.640.62
Growth & Yield
Revenue Growth-3.2%-3.2%8.9%20.5%—
EPS Growth-13.2%-13.2%145.0%89.3%—
Dividend Yield7.2%7.2%———

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

-24.3%

fácil

EPS terminal req.

$5.21

Spread vs growth

11.1%

5Y implied EPS CAGR

-12.1%

fácil

EPS terminal req.

$6.31

Spread vs growth

-1.1%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$10.16

Spread vs growth

-11.5%

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 +11.7%

Total return

+11.7%

Start / end P/E

3.9x → 4.7x

EPS bridge

13.82 → 12.00

Residual

-2.7%

EPS growth-13.2%
Multiple rerating+20.4%
Dividend+7.2%
Residual / FX / buybacks / cross-term-2.7%

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.