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YONG.BK$0.70-1.41%
Fair $0.70+0.0%

YONG.BK

Yong Concrete Public Company Limited

Basic Materials / Building MaterialsThailand

$0.70

-0.01 (-1.41%)

Fairly Valued+0.0%Fair Value $0.70Fund rank 39/100 · Data gapFallback financials|
SA 37/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $109.3M · quality 85.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

37/100

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 2.3%, below the 5% threshold
Thesis & Journal · YONG.BKLocal privado en este navegador · Yong Concrete 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

$476M

P/E

23.3x

↑

EV/EBITDA

5.8x

↓

ROE

2.3%

↑

Gross Margin

21.7%

↑

Debt/Equity

0.26

↑
52-Week Range$1
$1$1

TradingView lightweight chart

YONG.BK price, volumen y niveles de valoración

Último $0.700Periodo -73.3%
Fair value: $0.700

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

+6.9%

FCF margin

11.8%

FCF / Net income

5.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $976.1M · net income $20.4M · FCF $115.0M

2022-FY → 2025-FY

Gross margin

21.7%-7.9% pts

Operating margin

3.9%-8.9% pts

Net margin

2.1%-7.9% pts

FCF margin

11.8%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$976.1M$976.1M$993.5M$1.14B$1.01B
Net Income$20.4M$20.4M$60.6M$128.0M$101.0M
EBITDA$110.2M$110.2M$155.5M$233.4M$196.6M
EPS0.030.030.090.190.17
Gross Margin21.7%21.7%26.6%30.1%29.6%
Operating Margin3.9%3.9%8.7%14.7%12.8%
Net Margin2.1%2.1%6.1%11.2%10.0%
Balance Sheet
Debt/Equity0.260.260.200.230.43
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$115.0M$115.0M$109.3M$108.6M$94.0M
Returns
ROE2.3%2.3%6.7%14.3%12.1%
Valuation
P/E23.3323.3311.7811.2612.82
EV/EBITDA5.795.795.486.897.45
P/B0.540.540.801.621.51
Growth & Yield
Revenue Growth-1.8%-1.8%-12.7%12.3%—
EPS Growth-66.7%-66.7%-52.6%11.8%—
Dividend Yield4.2%4.2%———

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

27.5%

muy exigente

EPS terminal req.

$0.06

Spread vs growth

-94.1%

5Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$0.08

Spread vs growth

-86.8%

10Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$0.12

Spread vs growth

-81.6%

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 -9.4%

Total return

-9.4%

Start / end P/E

9.0x → 23.3x

EPS bridge

0.09 → 0.03

Residual

-106.2%

EPS growth-66.7%
Multiple rerating+159.3%
Dividend+4.2%
Residual / FX / buybacks / cross-term-106.2%

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.