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2224.KL$0.49+4.26%
Fair $0.49+0.0%

2224.KL

Selangor Dredging Berhad

Real Estate / Real Estate - DevelopmentKuala Lumpur

$0.49

+0.02 (+4.26%)

Fairly Valued+0.0%Fair Value $0.49Fund rank 26/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9
Low Profitability

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 7.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

51/100

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 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. ROE is 2.5%, below the 5% threshold
Thesis & Journal · 2224.KLLocal privado en este navegador · Selangor Dredging 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

$209M

P/E

9.5x

↓

EV/EBITDA

11.1x

↓

ROE

2.5%

↓

Gross Margin

15.8%

↓

Debt/Equity

0.49

↓
52-Week Range$0
$0$1

TradingView lightweight chart

2224.KL price, volumen y niveles de valoración

Último $0.490Periodo -43.7%
Fair value: $0.490

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

+56.3%

FCF CAGR

-27.9%

FCF margin

5.4%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $376.0M · net income $21.9M · FCF $20.3M

2022-FY → 2025-FY

Gross margin

15.8%+2.4% pts

Operating margin

3.9%+34.2% pts

Net margin

5.8%-1.0% pts

FCF margin

5.4%-49.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$376.0M$376.0M$227.5M$137.7M$98.5M
Net Income$21.9M$21.9M$24.7M$6.3M$6.8M
EBITDA$55.8M$55.8M$57.9M$34.9M$29.2M
EPS0.050.050.060.010.02
Gross Margin15.8%15.8%25.1%30.2%13.4%
Operating Margin3.9%3.9%7.3%5.0%-30.3%
Net Margin5.8%5.8%10.9%4.5%6.9%
Balance Sheet
Debt/Equity0.490.490.450.530.51
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$20.3M$20.3M$-13.7M$-36.1M$54.2M
Returns
ROE2.5%2.5%2.8%0.7%0.8%
Valuation
P/E9.539.5310.4329.2535.22
EV/EBITDA11.1111.1111.0016.9018.95
P/B0.240.240.290.210.28
Growth & Yield
Revenue Growth65.3%65.3%65.1%39.9%—
EPS Growth-11.4%-11.4%294.6%-7.5%—
Dividend Yield6.1%6.1%———

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

-5.4%

fácil

EPS terminal req.

$0.04

Spread vs growth

-6.0%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.05

Spread vs growth

-11.8%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$0.08

Spread vs growth

-16.5%

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 +4.1%

Total return

+4.1%

Start / end P/E

8.6x → 9.5x

EPS bridge

0.06 → 0.05

Residual

-1.2%

EPS growth-11.4%
Multiple rerating+10.6%
Dividend+6.1%
Residual / FX / buybacks / cross-term-1.2%

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.