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0349.KL$0.10+0.00%
Fair $0.10+0.0%

0349.KL

Sumisaujana Group Berhad

Basic Materials / ChemicalsKuala Lumpur

$0.10

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.10Fund rank 31/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Low 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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $20.5M · quality 52.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

47/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 0349.KLLocal privado en este navegador · Sumisaujana 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

$144M

P/E

10.0x

↓

EV/EBITDA

6.7x

↓

ROE

4.8%

↑

Gross Margin

26.9%

↑

Debt/Equity

0.19

↓
52-Week Range$0
$0$0

TradingView lightweight chart

0349.KL price, volumen y niveles de valoración

Último $0.100Periodo -44.4%
Fair value: $0.100

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

+8.0%

FCF CAGR

—

FCF margin

-7.4%

FCF / Net income

-1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $183.6M · net income $8.1M · FCF $-13.7M

2022-FY → 2025-FY

Gross margin

26.9%-8.8% pts

Operating margin

8.7%-7.9% pts

Net margin

4.4%-7.1% pts

FCF margin

-7.4%-19.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$183.6M$183.6M$158.6M$198.8M$145.8M
Net Income$8.1M$8.1M$17.1M$30.6M$16.8M
EBITDA$19.4M$19.4M$27.3M$47.6M$28.6M
EPS0.010.010.010.020.01
Gross Margin26.9%26.9%33.5%34.1%35.7%
Operating Margin8.7%8.7%15.0%20.0%16.5%
Net Margin4.4%4.4%10.8%15.4%11.5%
Balance Sheet
Debt/Equity0.190.191.440.360.38
Current Ratio3.833.83———
Cash Flow
Free Cash Flow$-13.7M$-13.7M$25.9M$20.5M$17.0M
Returns
ROE4.8%4.8%100.2%43.2%27.0%
Valuation
P/E10.0010.00———
EV/EBITDA6.676.67———
P/B0.750.75———
Growth & Yield
Revenue Growth15.8%15.8%-20.2%36.3%—
EPS Growth-46.1%-46.1%-44.0%82.4%—
Dividend Yield2.0%2.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$0.01

Spread vs growth

-57.6%

5Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$0.01

Spread vs growth

-57.0%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$0.02

Spread vs growth

-56.5%

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 -42.4%

Total return

-42.4%

Start / end P/E

15.2x → 15.6x

EPS bridge

0.01 → 0.01

Residual

-1.4%

EPS growth-46.1%
Multiple rerating+3.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-1.4%

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.