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0245.KL$2.48-0.40%
Fair $2.48+0.0%

0245.KL

MN Holdings Berhad

Industrials / Engineering & ConstructionKuala Lumpur

$2.48

-0.01 (-0.40%)

Fairly Valued+0.0%Fair Value $2.48Fund rank 26/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

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 18%

FCF escenarios

weak_data · normalized FCF $3.5M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

68/100

B

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 0245.KLLocal privado en este navegador · MN 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

$1.6B

P/E

20.7x

↑

EV/EBITDA

19.1x

↑

ROE

24.6%

↑

Gross Margin

21.4%

↓

Debt/Equity

0.05

↓
52-Week Range$2
$1$3

TradingView lightweight chart

0245.KL price, volumen y niveles de valoración

Último $2.480Periodo +955.3%
Fair value: $2.480

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

+73.2%

FCF CAGR

—

FCF margin

11.6%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $540.4M · net income $47.7M · FCF $62.9M

2022-FY → 2025-FY

Gross margin

21.4%-0.7% pts

Operating margin

14.8%+4.2% pts

Net margin

8.8%+3.5% pts

FCF margin

11.6%+15.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$540.4M$540.4M$256.2M$164.5M$104.0M
Net Income$47.7M$47.7M$16.9M$9.5M$5.5M
EBITDA$73.3M$73.3M$29.6M$14.1M$11.6M
EPS0.080.080.030.020.02
Gross Margin21.4%21.4%20.3%20.5%22.0%
Operating Margin14.8%14.8%9.9%8.9%10.6%
Net Margin8.8%8.8%6.6%5.8%5.3%
Balance Sheet
Debt/Equity0.050.050.170.130.13
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$62.9M$62.9M$-8.3M$3.5M$-3.8M
Returns
ROE24.6%24.6%14.3%13.4%9.0%
Valuation
P/E20.6720.6729.1513.8512.96
EV/EBITDA19.0919.0916.379.245.55
P/B7.527.524.181.851.17
Growth & Yield
Revenue Growth111.0%111.0%55.8%58.1%—
EPS Growth145.3%145.3%55.4%31.5%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

39.4%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

105.9%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$0.27

Spread vs growth

118.5%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$0.43

Spread vs growth

127.2%

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 +98.5%

Total return

+98.5%

Start / end P/E

37.8x → 30.5x

EPS bridge

0.03 → 0.08

Residual

-27.8%

EPS growth+145.3%
Multiple rerating-19.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term-27.8%

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.