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v0.1
0225.KL$2.07-2.36%
Fair $2.07+0.0%

0225.KL

Southern Cable Group Berhad

Industrials / Electrical Equipment & PartsKuala Lumpur

$2.07

-0.05 (-2.36%)

Fairly Valued+0.0%Fair Value $2.07Fund rank 24/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-38.1M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

54/100

C

Piotroski

5/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 0225.KLLocal privado en este navegador · Southern Cable Group Berhad
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

$2.4B

P/E

17.3x

↑

EV/EBITDA

12.0x

↑

ROE

17.5%

↑

Gross Margin

14.3%

↓

Debt/Equity

0.31

↓
52-Week Range$2
$1$3

TradingView lightweight chart

0225.KL price, volumen y niveles de valoración

Último $2.070Periodo +527.3%
Fair value: $2.070

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

+26.2%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $131.4M · FCF $-52.5M

2022-FY → 2025-FY

Gross margin

14.3%+8.4% pts

Operating margin

10.7%+7.5% pts

Net margin

7.5%+5.8% pts

FCF margin

-3.0%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.35B$1.05B$875.9M
Net Income$131.4M$131.4M$72.3M$29.4M$14.5M
EBITDA$204.2M$204.2M$113.0M$57.7M$36.4M
EPS——0.070.030.02
Gross Margin14.3%14.3%10.0%7.0%5.9%
Operating Margin10.7%10.7%7.3%4.2%3.1%
Net Margin7.5%7.5%5.4%2.8%1.7%
Balance Sheet
Debt/Equity0.310.310.540.620.76
Current Ratio2.692.69———
Cash Flow
Free Cash Flow$-52.5M$-52.5M$-38.1M$113.9M$-54.0M
Returns
ROE17.5%17.5%18.0%9.3%5.1%
Valuation
P/E17.2517.2518.5713.1016.48
EV/EBITDA11.9811.9813.068.4111.98
P/B3.113.113.341.220.83
Growth & Yield
Revenue Growth30.6%30.6%27.9%20.2%—
EPS Growth——108.3%87.7%—
Dividend Yield1.4%1.4%———

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 +69.6%

Total return

+69.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.07 → n/d

Residual

+68.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+68.3%

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.