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0340.KL$0.70+1.45%
Fair $0.70+0.0%

0340.KL

Northern Solar Holdings Berhad

Technology / SolarKuala Lumpur

$0.70

+0.01 (+1.45%)

Fairly Valued+0.0%Fair Value $0.70Fund rank 27/100 · Data gapFallback financials|
SA 63/B
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $637647.00 · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

63/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 0340.KLLocal privado en este navegador · Northern Solar 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

$277M

P/E

17.5x

↓

EV/EBITDA

10.2x

↓

ROE

18.4%

↑

Gross Margin

34.2%

↑

Debt/Equity

0.15

↓
52-Week Range$1
$0$1

TradingView lightweight chart

0340.KL price, volumen y niveles de valoración

Último $0.700Periodo -11.4%
Fair value: $0.700

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+36.3%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.0M · net income $15.3M · FCF $-7.6M

2023-FY → 2026-FY

Gross margin

34.2%+8.9% pts

Operating margin

17.6%+0.3% pts

Net margin

13.5%-0.2% pts

FCF margin

-6.7%-11.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$113.0M$113.0M$84.9M$78.0M$44.7M
Net Income$15.3M$15.3M$11.4M$10.1M$6.1M
EBITDA$24.0M$24.0M$18.7M$13.7M$7.9M
EPS——0.030.030.02
Gross Margin34.2%34.2%37.8%27.7%25.3%
Operating Margin17.6%17.6%20.2%19.1%17.3%
Net Margin13.5%13.5%13.4%12.9%13.7%
Balance Sheet
Debt/Equity0.150.150.190.340.71
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$-7.6M$-7.6M$5.2M$637647.00$2.3M
Returns
ROE18.4%18.4%16.9%48.8%57.9%
Valuation
P/E17.5017.5018.10——
EV/EBITDA10.1810.188.98——
P/B3.343.343.05——
Growth & Yield
Revenue Growth33.1%33.1%8.8%74.5%—
EPS Growth——32.2%65.0%—

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 +15.7%

Total return

+15.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → n/d

Residual

+15.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+15.7%

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.