Thaifoods Group Public Company Limited (TFG.BK)
ValueMarkers Composite Index
83% below intrinsic value ($2)
Thaifoods Group Public Company Limited (TFG.BK) — VMCI valuation read
Thaifoods Group Public Company Limited sits at VMCI 65/100, with the Consumer Defensive sector median at 50. That 15-point spread is the first thing to note on TFG.BK: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on TFG.BK are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on TFG.BK: TFG.BK trades at 24.0x earnings, 33% above the Consumer Defensive median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Consumer Defensive median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 1.2x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.
TFG.BK fell 2.1% over the trailing 7 days, with a -6.0% read on a 30-day basis.
Thaifoods Group Public Company Limited, together with its subsidiaries, engages in the production and distribution of chicken and swine products in Thailand and Vietnam. It operates through Poultry Business, Swine Business, Feed Mill Business, and Others segments. The company engages in chicken breeding, chicken meat production and sales, and sales of day-old chicks, live chickens, and processed chicken; pig breeding and sale of live pig and pork meat; manufacture and sale of feed for animals; provision of research facility services; and production and sale of animal feed sacks, plastic farming equipment, and sauce and seasoning drinks. It also offers various chicken products, such as whole chickens; chicken parts, which include wings, chests, legs, flippers, and gizzards; processed chicken; and distributes frozen and chilled chicken products. In addition, the company engages in the production and distribution of broiler chicken; research of cattle diseases; manufacture of vaccine, and sacks and plastic sacks; and provision of equipment rental services, as well as offers credits and guarantees. It serves brokers, retailers, slaughterhouses, industrial and modern trade companies, export/re-export agents, and export markets. The company also exports its products. Thaifoods Group Public Company Limited was founded in 1987 and is headquartered in Bangkok, Thailand.
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