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0381.KL$0.13+0.00%
Fair $0.13+0.0%

0381.KL

Polymer Link Holdings Berhad

Basic Materials / Specialty ChemicalsKuala Lumpur

$0.13

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.13Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9

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 21%

FCF escenarios

weak_data · normalized FCF $10.3M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

40/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 0381.KLLocal privado en este navegador · Polymer Link 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

$73M

P/E

4.3x

↓

EV/EBITDA

4.7x

↓

ROE

21.4%

↑

Gross Margin

27.5%

↑

Debt/Equity

0.70

↑
52-Week Range$0
$0$0

TradingView lightweight chart

0381.KL price, volumen y niveles de valoración

Último $0.130Periodo -48.0%
Fair value: $0.130

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

-2.0%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $145.4M · net income $15.0M · FCF $-1.4M

2022-FY → 2024-FY

Gross margin

27.5%+1.7% pts

Operating margin

13.7%-0.8% pts

Net margin

10.3%-1.2% pts

FCF margin

-1.0%-12.1% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$145.4M$145.4M$132.8M$151.4M
Net Income$15.0M$15.0M$13.6M$17.4M
EBITDA$24.3M$24.3M$21.9M$25.1M
EPS0.030.030.020.03
Gross Margin27.5%27.5%27.6%25.8%
Operating Margin13.7%13.7%14.8%14.6%
Net Margin10.3%10.3%10.2%11.5%
Balance Sheet
Debt/Equity0.700.700.700.82
Current Ratio3.633.63——
Cash Flow
Free Cash Flow$-1.4M$-1.4M$10.3M$16.8M
Returns
ROE21.4%21.4%23.1%31.3%
Valuation
P/E4.334.33——
EV/EBITDA4.734.73——
P/B1.041.04——
Growth & Yield
Revenue Growth9.4%9.4%-12.2%—
EPS Growth10.3%10.3%-22.0%—
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

-24.5%

fácil

EPS terminal req.

$0.01

Spread vs growth

34.7%

5Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$0.01

Spread vs growth

22.5%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$0.02

Spread vs growth

12.0%

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 · available periodreconcilia total -46.0%

Total return

-46.0%

Start / end P/E

10.3x → 4.9x

EPS bridge

0.02 → 0.03

Residual

-5.4%

EPS growth+10.3%
Multiple rerating-52.8%
Dividend+2.0%
Residual / FX / buybacks / cross-term-5.4%

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.