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2453.KL$5.82-0.17%
Fair $5.82+0.0%

2453.KL

Kluang Rubber Company (Malaya) Berhad

Consumer Defensive / Farm ProductsKuala Lumpur

$5.82

-0.01 (-0.17%)

Fairly Valued+0.0%Fair Value $5.82Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
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 18%

FCF escenarios

weak_data · normalized FCF $-5.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

49/100

C

Piotroski

6/9

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 3.0%, below the 5% threshold
Thesis & Journal · 2453.KLLocal privado en este navegador · Kluang Rubber Company (Malaya) 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

$359M

P/E

10.0x

↓

EV/EBITDA

2.5x

↓

ROE

3.0%

↓

Gross Margin

73.2%

↑

Debt/Equity

0.00

↓
52-Week Range$6
$5$6

TradingView lightweight chart

2453.KL price, volumen y niveles de valoración

Último $5.820Periodo +177.7%
Fair value: $5.820

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

+3.0%

FCF CAGR

-34.7%

FCF margin

5.1%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.2M · net income $23.8M · FCF $3.0M

2022-FY → 2025-FY

Gross margin

73.2%+1.7% pts

Operating margin

36.3%-5.7% pts

Net margin

40.2%+50.7% pts

FCF margin

5.1%-14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.2M$59.2M$62.7M$50.4M$54.1M
Net Income$23.8M$23.8M$19.7M$19.5M$-5.7M
EBITDA$49.2M$49.2M$45.6M$45.9M$-3.1M
EPS0.380.380.320.31-0.09
Gross Margin73.2%73.2%71.8%58.6%71.4%
Operating Margin36.3%36.3%33.8%25.5%41.9%
Net Margin40.2%40.2%31.5%38.6%-10.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio41.4141.41———
Cash Flow
Free Cash Flow$3.0M$3.0M$-5.7M$-5.3M$10.8M
Returns
ROE3.0%3.0%2.5%2.7%-0.8%
Valuation
P/E10.0310.0319.0912.14—
EV/EBITDA2.462.461.41-0.80—
P/B0.460.460.480.330.37
Growth & Yield
Revenue Growth-5.6%-5.6%24.3%-6.9%—
EPS Growth20.4%20.4%1.6%444.0%—
Dividend Yield0.2%0.2%———

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

10.5%

razonable

EPS terminal req.

$0.52

Spread vs growth

10.0%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.62

Spread vs growth

10.2%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$1.01

Spread vs growth

10.3%

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 -1.2%

Total return

-1.2%

Start / end P/E

18.6x → 15.2x

EPS bridge

0.32 → 0.38

Residual

-3.7%

EPS growth+20.4%
Multiple rerating-18.1%
Dividend+0.2%
Residual / FX / buybacks / cross-term-3.7%

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.