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2658.KL$13.86+4.37%
Fair $13.86+0.0%

2658.KL

Ajinomoto (Malaysia) Berhad

Consumer Defensive / Packaged FoodsKuala Lumpur

$13.86

+0.58 (+4.37%)

Fairly Valued+0.0%Fair Value $13.86Fund rank 29/100 · Data gapFallback financials|
SA 62/B
F-Score: 4/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $49.5M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

62/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2658.KLLocal privado en este navegador · Ajinomoto (Malaysia) 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

$843M

P/E

11.7x

↓

EV/EBITDA

8.8x

↓

ROE

8.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.01

↓
52-Week Range$14
$12$15

TradingView lightweight chart

2658.KL price, volumen y niveles de valoración

Último $13.86Periodo +307.6%
Fair value: $13.86

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+5.6%

FCF CAGR

—

FCF margin

9.7%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $710.2M · net income $71.4M · FCF $68.6M

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

11.1%+8.5% pts

Net margin

10.1%+5.5% pts

FCF margin

9.7%+20.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$710.2M$710.2M$684.5M$636.4M$603.7M
Net Income$71.4M$71.4M$49.7M$401.4M$27.5M
EBITDA$87.4M$87.4M$75.9M$481.2M$42.3M
EPS——0.826.600.45
Gross Margin——42.9%40.1%34.7%
Operating Margin11.1%11.1%9.8%9.1%2.6%
Net Margin10.1%10.1%7.3%63.1%4.6%
Balance Sheet
Debt/Equity0.010.010.000.070.18
Current Ratio5.675.67———
Cash Flow
Free Cash Flow$68.6M$68.6M$47.9M$49.5M$-64.0M
Returns
ROE8.2%8.2%6.0%43.4%5.2%
Valuation
P/E11.7511.7517.382.9035.38
EV/EBITDA8.858.8510.452.2923.91
P/B0.970.971.051.261.84
Growth & Yield
Revenue Growth3.8%3.8%7.6%5.4%—
EPS Growth——-87.6%1360.1%—
Dividend Yield2.9%2.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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

n/dx → n/dx

EPS bridge

0.82 → n/d

Residual

-4.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term-4.1%

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.