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1287.KL$0.35+1.43%
Fair $0.35+0.0%

1287.KL

Exsim Hospitality Berhad

Real Estate / Real Estate - DevelopmentKuala Lumpur

$0.35

+0.00 (+1.43%)

Fairly Valued+0.0%Fair Value $0.35Fund rank 26/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

41/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 1287.KLLocal privado en este navegador · Exsim Hospitality 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

$824M

P/E

11.8x

↑

EV/EBITDA

17.8x

↑

ROE

39.2%

↑

Gross Margin

25.1%

↓

Debt/Equity

1.48

↑
52-Week Range$0
$0$0

TradingView lightweight chart

1287.KL price, volumen y niveles de valoración

Último $0.355Periodo -59.7%
Fair value: $0.355

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

+229.3%

FCF CAGR

—

FCF margin

-40.4%

FCF / Net income

-3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $146.5M · net income $18.0M · FCF $-59.2M

2022-FY → 2025-FY

Gross margin

25.1%-36.4% pts

Operating margin

18.8%+5.2% pts

Net margin

12.3%+13.8% pts

FCF margin

-40.4%-36.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$146.5M$146.5M$5.7M$5.3M$4.1M
Net Income$18.0M$18.0M$-13.3M$-800000.00$-62000.00
EBITDA$29.5M$29.5M$-11.2M$1.5M$1.8M
EPS0.010.01-0.01-0.00-0.00
Gross Margin25.1%25.1%43.8%48.4%61.5%
Operating Margin18.8%18.8%-60.1%-3.3%13.6%
Net Margin12.3%12.3%-234.1%-15.1%-1.5%
Balance Sheet
Debt/Equity1.481.480.490.350.48
Current Ratio2.252.25———
Cash Flow
Free Cash Flow$-59.2M$-59.2M$-2.5M$-1.2M$-169000.00
Returns
ROE39.2%39.2%-47.6%-1.9%-0.2%
Valuation
P/E11.8311.83———
EV/EBITDA17.7617.76—69.5846.68
P/B10.0410.0416.972.212.39
Growth & Yield
Revenue Growth2473.0%2473.0%7.2%29.5%—
EPS Growth234.7%234.7%-1499.4%-804.2%—

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

31.6%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

203.2%

5Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$0.04

Spread vs growth

212.2%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$0.06

Spread vs growth

218.7%

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 -1.4%

Total return

-1.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.01 → 0.01

Residual

-1.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.4%

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.