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3239.KL$0.30+0.00%
Fair $0.30+0.0%

3239.KL

Berjaya Assets Berhad

Industrials / ConglomeratesKuala Lumpur

$0.30

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.30Fund rank 31/100 · Data gapFallback financials|
SA 28/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $47.4M · quality 62.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

28/100

D

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -1.0%, below the 5% threshold
Thesis & Journal · 3239.KLLocal privado en este navegador · Berjaya Assets 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

$767M

P/E

30.0x

↑

EV/EBITDA

26.0x

↑

ROE

-1.0%

↓

Gross Margin

N/A

•

Debt/Equity

0.33

↑
52-Week Range$0
$0$0

TradingView lightweight chart

3239.KL price, volumen y niveles de valoración

Último $0.300Periodo -51.0%
Fair value: $0.300

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

+14.2%

FCF CAGR

+33.3%

FCF margin

18.8%

FCF / Net income

-2.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $259.2M · net income $-17.8M · FCF $48.8M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

20.5%+11.1% pts

Net margin

-6.9%+24.7% pts

FCF margin

18.8%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$259.2M$259.2M$243.1M$224.1M$174.1M
Net Income$-17.8M$-17.8M$-20.8M$-23.3M$-55.0M
EBITDA$51.7M$51.7M$30.2M$42.9M$7.3M
EPS-0.01-0.01-0.01-0.01-0.02
Gross Margin——66.1%64.5%65.6%
Operating Margin20.5%20.5%18.3%20.1%9.4%
Net Margin-6.9%-6.9%-8.6%-10.4%-31.6%
Balance Sheet
Debt/Equity0.330.330.360.370.39
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$48.8M$48.8M$20.5M$47.4M$20.6M
Returns
ROE-1.0%-1.0%-1.1%-1.2%-2.9%
Valuation
P/E30.0030.00———
EV/EBITDA26.0326.0347.0432.87191.81
P/B0.410.410.410.400.38
Growth & Yield
Revenue Growth6.6%6.6%8.5%28.8%—
EPS Growth13.6%13.6%11.0%57.7%—

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 -1.6%

Total return

-1.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.01 → -0.01

Residual

-1.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.6%

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.