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TVH-R.BK$9.85-0.51%
Fair $9.85+0.0%

TVH-R.BK

Thaivivat Holdings Public Company Limited

Financial Services / Insurance - Property & CasualtyThailand

$9.85

-0.05 (-0.51%)

Fairly Valued+0.0%Fair Value $9.85Fund rank 25/100 · Data gapFallback financials|
SA 42/C
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 43.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

42/100

C

Piotroski

1/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TVH-R.BKLocal privado en este navegador · Thaivivat Holdings 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

$3.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

10.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$10
$8$10

TradingView lightweight chart

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

Último $9.850Periodo +39.7%
Fair value: $9.850

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

+5.4%

FCF CAGR

—

FCF margin

-10.0%

FCF / Net income

-1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.47B · net income $435.8M · FCF $-743.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

5.8%+2.7% pts

FCF margin

-10.0%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.47B$7.47B$7.26B$6.99B$6.37B
Net Income$435.8M$435.8M$665.6M$277.7M$203.0M
EPS——2.220.930.68
Net Margin5.8%5.8%9.2%4.0%3.2%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio0.700.70———
Cash Flow
Free Cash Flow$-743.7M$-743.7M$391.0M$14.1M$-235.3M
Returns
ROE10.3%10.3%19.7%10.1%11.4%
Valuation
P/E——3.819.73—
P/B0.700.700.750.99—
Growth & Yield
Revenue Growth2.8%2.8%3.8%9.7%—
EPS Growth——138.7%37.3%—

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 +23.9%

Total return

+23.9%

Start / end P/E

n/dx → n/dx

EPS bridge

2.22 → n/d

Residual

+23.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+23.9%

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.