🏠 MKPI.jk — Solid build, how does the market value it?
October 6, 2026
Basic
We are now switching to a simple measure — cashflow ÷ market value compared to the risk-free rate.
To access full cashflow return on assets (CFROA) and leverage details, upgrade to Premium.
Cashflow ÷ Market Value: 5% (vs risk-free 6%)
🤙
Comment
About fair — slightly below the risk-free benchmark. Would need either higher cashflow or a lower market value to look compelling.
⸻
Upgrade → sharpfokus.com/subscribe
Data, not advice
October 6, 2026
Basic
We are now switching to a simple measure — cashflow ÷ market value compared to the risk-free rate.
To access full cashflow return on assets (CFROA) and leverage details, upgrade to Premium.
Cashflow ÷ Market Value: 5% (vs risk-free 6%)
🤙
Comment
About fair — slightly below the risk-free benchmark. Would need either higher cashflow or a lower market value to look compelling.
⸻
Upgrade → sharpfokus.com/subscribe
Data, not advice