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5102.KL$0.95-2.56%
Fair $0.95+0.0%

5102.KL

Guan Chong Berhad

Consumer Defensive / ConfectionersKuala Lumpur

$0.95

-0.03 (-2.56%)

Fairly Valued+0.0%Fair Value $0.95Fund rank 19/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-937.5M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

53/100

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: 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 · 5102.KLLocal privado en este navegador · Guan Chong 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

$2.6B

P/E

10.6x

↓

EV/EBITDA

3.4x

↓

ROE

10.1%

↑

Gross Margin

12.4%

↓

Debt/Equity

1.43

↑
52-Week Range$1
$1$2

TradingView lightweight chart

5102.KL price, volumen y niveles de valoración

Último $0.950Periodo +1253.7%
Fair value: $0.950

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

+50.0%

FCF CAGR

+563.4%

FCF margin

5.7%

FCF / Net income

3.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.92B · net income $227.9M · FCF $844.0M

2022-FY → 2025-FY

Gross margin

12.4%+3.9% pts

Operating margin

10.8%+6.0% pts

Net margin

1.5%-1.8% pts

FCF margin

5.7%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.92B$14.92B$10.44B$5.32B$4.42B
Net Income$227.9M$227.9M$429.2M$100.9M$147.4M
EBITDA$1.71B$1.71B$-712.1M$354.5M$309.4M
EPS0.080.080.160.040.06
Gross Margin12.4%12.4%-5.6%9.9%8.5%
Operating Margin10.8%10.8%-7.6%6.3%4.8%
Net Margin1.5%1.5%4.1%1.9%3.3%
Balance Sheet
Debt/Equity1.431.432.021.290.75
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$844.0M$844.0M$-1.83B$-937.5M$2.9M
Returns
ROE10.1%10.1%20.2%5.8%9.0%
Valuation
P/E10.5610.5610.9520.6118.12
EV/EBITDA3.363.36—12.0412.43
P/B1.151.152.211.191.63
Growth & Yield
Revenue Growth42.9%42.9%96.3%20.4%—
EPS Growth-46.9%-46.9%325.4%-36.5%—
Dividend Yield1.6%1.6%———

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

0.5%

fácil

EPS terminal req.

$0.08

Spread vs growth

-47.4%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$0.10

Spread vs growth

-51.1%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$0.16

Spread vs growth

-54.0%

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 -37.0%

Total return

-37.0%

Start / end P/E

9.9x → 11.4x

EPS bridge

0.16 → 0.08

Residual

-7.4%

EPS growth-46.9%
Multiple rerating+15.7%
Dividend+1.6%
Residual / FX / buybacks / cross-term-7.4%

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.