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0228.KL$0.35+14.75%
Fair $0.35+0.0%

0228.KL

HPP Holdings Berhad

Consumer Cyclical / Packaging & ContainersKuala Lumpur

$0.35

+0.04 (+14.75%)

Fairly Valued+0.0%Fair Value $0.35Fund rank 27/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-1.4M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

43/100

C

Piotroski

4/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years ROE is 1.8%, below the 5% threshold
Thesis & Journal · 0228.KLLocal privado en este navegador · HPP Holdings 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

$136M

P/E

35.0x

↑

EV/EBITDA

14.5x

↑

ROE

1.8%

↓

Gross Margin

17.9%

↓

Debt/Equity

0.12

↓
52-Week Range$0
$0$0

TradingView lightweight chart

0228.KL price, volumen y niveles de valoración

Último $0.350Periodo -50.7%
Fair value: $0.350

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

-9.2%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.1M · net income $2.2M · FCF $-1.4M

2022-FY → 2025-FY

Gross margin

17.9%-5.4% pts

Operating margin

6.8%-7.2% pts

Net margin

3.4%-6.4% pts

FCF margin

-2.2%-15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.1M$64.1M$68.9M$80.8M$85.8M
Net Income$2.2M$2.2M$4.1M$9.3M$8.4M
EBITDA$9.7M$9.7M$10.7M$18.0M$16.6M
EPS——0.010.020.02
Gross Margin17.9%17.9%18.6%25.6%23.3%
Operating Margin6.8%6.8%8.3%17.0%14.0%
Net Margin3.4%3.4%5.9%11.5%9.8%
Balance Sheet
Debt/Equity0.120.120.140.070.10
Current Ratio9.919.91———
Cash Flow
Free Cash Flow$-1.4M$-1.4M$-3.2M$11.8M$11.1M
Returns
ROE1.8%1.8%3.3%7.7%7.3%
Valuation
P/E35.0035.0032.8612.0822.60
EV/EBITDA14.5514.559.854.269.69
P/B1.101.101.100.931.65
Growth & Yield
Revenue Growth-7.0%-7.0%-14.7%-5.8%—
EPS Growth——-56.3%10.7%—
Dividend Yield2.9%2.9%———

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 -7.4%

Total return

-7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → n/d

Residual

-10.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term-10.3%

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.