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4758.KL$0.88+0.57%
Fair $0.88+0.0%

4758.KL

Ancom Nylex Berhad

Basic Materials / Specialty ChemicalsKuala Lumpur

$0.88

+0.00 (+0.57%)

Fairly Valued+0.0%Fair Value $0.88Fund rank 32/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9
Declining Revenue

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 25%

FCF escenarios

weak_data · normalized FCF $83.3M · quality 62.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

42/100

C

Piotroski

5/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 4758.KLLocal privado en este navegador · Ancom Nylex 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

$937M

P/E

12.6x

↓

EV/EBITDA

10.1x

↓

ROE

10.6%

↑

Gross Margin

16.5%

↓

Debt/Equity

0.64

↑
52-Week Range$1
$1$1

TradingView lightweight chart

4758.KL price, volumen y niveles de valoración

Último $0.880Periodo +355.2%
Fair value: $0.880

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

-2.3%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.87B · net income $63.5M · FCF $87.7M

2022-FY → 2025-FY

Gross margin

16.5%+2.0% pts

Operating margin

5.2%+0.2% pts

Net margin

3.4%+0.0% pts

FCF margin

4.7%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.87B$1.87B$2.00B$2.04B$2.01B
Net Income$63.5M$63.5M$81.5M$75.1M$68.2M
EBITDA$118.7M$118.7M$131.1M$155.0M$132.7M
EPS0.060.060.080.070.07
Gross Margin16.5%16.5%15.7%14.5%14.4%
Operating Margin5.2%5.2%5.7%5.6%5.0%
Net Margin3.4%3.4%4.1%3.7%3.4%
Balance Sheet
Debt/Equity0.640.640.650.831.14
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$87.7M$87.7M$78.1M$83.3M$-12.1M
Returns
ROE10.6%10.6%14.9%15.3%17.6%
Valuation
P/E12.5712.5712.5812.8314.29
EV/EBITDA10.1510.159.517.779.76
P/B1.571.571.871.962.51
Growth & Yield
Revenue Growth-6.1%-6.1%-2.3%1.5%—
EPS Growth-25.3%-25.3%11.4%1.1%—
Dividend Yield2.2%2.2%———

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

9.6%

razonable

EPS terminal req.

$0.08

Spread vs growth

-34.9%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$0.09

Spread vs growth

-35.1%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$0.15

Spread vs growth

-35.2%

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 -5.2%

Total return

-5.2%

Start / end P/E

12.0x → 14.8x

EPS bridge

0.08 → 0.06

Residual

-6.1%

EPS growth-25.3%
Multiple rerating+24.0%
Dividend+2.2%
Residual / FX / buybacks / cross-term-6.1%

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.