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2054.KL$0.20+0.00%
Fair $0.20+0.0%

2054.KL

TDM Berhad

Consumer Defensive / Farm ProductsKuala Lumpur

$0.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.20Fund rank 22/100 · Data gapFallback financials|
SA 52/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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-64.1M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

52/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 2054.KLLocal privado en este navegador · TDM 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

$353M

P/E

10.3x

↓

EV/EBITDA

6.1x

↓

ROE

2.6%

↓

Gross Margin

35.5%

↑

Debt/Equity

0.86

↑
52-Week Range$0
$0$0

TradingView lightweight chart

2054.KL price, volumen y niveles de valoración

Último $0.205Periodo -18.0%
Fair value: $0.205

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

+7.7%

FCF CAGR

—

FCF margin

-10.2%

FCF / Net income

-4.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $768.1M · net income $17.7M · FCF $-78.5M

2022-FY → 2025-FY

Gross margin

35.5%-0.6% pts

Operating margin

6.9%+0.5% pts

Net margin

2.3%+6.4% pts

FCF margin

-10.2%-0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$768.1M$768.1M$645.6M$594.4M$614.4M
Net Income$17.7M$17.7M$11.2M$11.0M$-25.5M
EBITDA$142.6M$142.6M$111.6M$119.3M$136.5M
EPS0.010.010.010.01-0.01
Gross Margin35.5%35.5%36.1%36.7%36.1%
Operating Margin6.9%6.9%4.3%4.4%6.4%
Net Margin2.3%2.3%1.7%1.9%-4.1%
Balance Sheet
Debt/Equity0.860.860.730.750.81
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-78.5M$-78.5M$-64.1M$107.0M$-62.7M
Returns
ROE2.6%2.6%1.6%1.6%-3.7%
Valuation
P/E10.2510.2533.8528.91—
EV/EBITDA6.076.077.275.915.87
P/B0.530.530.520.460.47
Growth & Yield
Revenue Growth19.0%19.0%8.6%-3.2%—
EPS Growth58.5%58.5%1.6%143.2%—
Dividend Yield1.6%1.6%———

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

20.9%

exigente

EPS terminal req.

$0.02

Spread vs growth

37.6%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$0.02

Spread vs growth

42.1%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$0.04

Spread vs growth

45.3%

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 +12.4%

Total return

+12.4%

Start / end P/E

28.5x → 19.9x

EPS bridge

0.01 → 0.01

Residual

-17.6%

EPS growth+58.5%
Multiple rerating-30.1%
Dividend+1.6%
Residual / FX / buybacks / cross-term-17.6%

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.