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TNR-R.BK$5.20+0.00%
Fair $5.20+0.0%

TNR-R.BK

Thai Nippon Rubber Industry Public Co., Ltd.

Consumer Defensive / Household & Personal ProductsThailand

$5.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.20Fund rank 30/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $173.7M · quality 59.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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: 0unknown: 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.
Thesis & Journal · TNR-R.BKLocal privado en este navegador · Thai Nippon Rubber Industry Public Co., Ltd.
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

10.4x

↓

EV/EBITDA

6.7x

↓

ROE

10.9%

↑

Gross Margin

26.1%

↓

Debt/Equity

0.73

↑
52-Week Range$5
$5$8

TradingView lightweight chart

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

Último $4.853Periodo -82.4%
Fair value: $5.200

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

-2.4%

FCF CAGR

-28.2%

FCF margin

2.5%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.84B · net income $134.0M · FCF $45.7M

2022-FY → 2025-FY

Gross margin

26.1%-2.2% pts

Operating margin

12.2%-3.3% pts

Net margin

7.3%-5.9% pts

FCF margin

2.5%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.84B$1.84B$2.10B$1.96B$1.98B
Net Income$134.0M$134.0M$533.0M$202.0M$262.3M
EBITDA$313.3M$313.3M$767.7M$347.3M$409.7M
EPS0.450.451.780.670.87
Gross Margin26.1%26.1%29.7%27.8%28.3%
Operating Margin12.2%12.2%16.5%13.0%15.5%
Net Margin7.3%7.3%25.4%10.3%13.2%
Balance Sheet
Debt/Equity0.730.730.380.480.52
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$45.7M$45.7M$173.7M$211.4M$123.4M
Returns
ROE10.9%10.9%40.1%21.0%28.1%
Valuation
P/E10.4010.404.8912.9913.64
EV/EBITDA6.726.723.888.569.71
P/B1.261.261.962.723.81
Growth & Yield
Revenue Growth-12.3%-12.3%7.4%-1.4%—
EPS Growth-74.7%-74.7%165.7%-23.0%—
Dividend Yield8.2%8.2%———

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

0.8%

fácil

EPS terminal req.

$0.46

Spread vs growth

-75.6%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.56

Spread vs growth

-79.1%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.90

Spread vs growth

-81.9%

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 -29.1%

Total return

-29.1%

Start / end P/E

4.4x → 10.8x

EPS bridge

1.78 → 0.45

Residual

-110.4%

EPS growth-74.7%
Multiple rerating+147.7%
Dividend+8.2%
Residual / FX / buybacks / cross-term-110.4%

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.