Expansion In Thailand And Argentina Will Boost Revenue Despite Risks

Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$16.25
15.1% undervalued intrinsic discount
07 Aug
US$13.80
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1Y
-12.1%
7D
-1.9%

Author's Valuation

US$16.3

15.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 21%

Shared on23 Apr 25
Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.81%

AnalystConsensusTarget has decreased revenue growth from 3.9% to 3.4%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 23%

AnalystConsensusTarget has increased revenue growth from 2.4% to 3.9%, decreased future PE multiple from 11.6x to 9.2x and increased discount rate from 7.4% to 8.8%.