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5168.KL$1.26+0.00%
Fair $1.26+0.0%

5168.KL

Hartalega Holdings Berhad

Basic Materials / Specialty ChemicalsKuala Lumpur

$1.26

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.26Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9
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 $-80.3M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

51/100

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 5168.KLLocal privado en este navegador · Hartalega Holdings 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

$4.3B

P/E

42.0x

↑

EV/EBITDA

11.3x

↑

ROE

2.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$1
$1$2

TradingView lightweight chart

5168.KL price, volumen y niveles de valoración

Último $1.260Periodo +691.6%
Fair value: $1.260

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

-3.9%

FCF CAGR

—

FCF margin

9.2%

FCF / Net income

1.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.14B · net income $103.0M · FCF $195.9M

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

5.5%+14.1% pts

Net margin

4.8%+14.6% pts

FCF margin

9.2%+23.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.14B$2.14B$2.59B$1.84B$2.41B
Net Income$103.0M$103.0M$74.5M$12.5M$-235.1M
EBITDA$281.0M$281.0M$200.6M$178.2M$-43.8M
EPS0.030.030.020.00-0.07
Gross Margin——9.4%8.5%13.2%
Operating Margin5.5%5.5%1.9%2.5%-8.6%
Net Margin4.8%4.8%2.9%0.7%-9.8%
Balance Sheet
Debt/Equity0.000.000.000.020.03
Current Ratio6.636.63———
Cash Flow
Free Cash Flow$195.9M$195.9M$-80.3M$-225.0M$-344.0M
Returns
ROE2.3%2.3%1.7%0.3%-5.1%
Valuation
P/E42.0042.0088.99751.35—
EV/EBITDA11.2511.2528.4745.68—
P/B0.970.971.532.041.51
Growth & Yield
Revenue Growth-17.4%-17.4%40.7%-23.7%—
EPS Growth38.5%38.5%489.2%105.4%—
Dividend Yield1.4%1.4%———

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

54.7%

muy exigente

EPS terminal req.

$0.11

Spread vs growth

-16.2%

5Y implied EPS CAGR

35.0%

muy exigente

EPS terminal req.

$0.14

Spread vs growth

3.6%

10Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$0.22

Spread vs growth

16.7%

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 -33.3%

Total return

-33.3%

Start / end P/E

88.5x → 41.7x

EPS bridge

0.02 → 0.03

Residual

-20.4%

EPS growth+38.5%
Multiple rerating-52.9%
Dividend+1.4%
Residual / FX / buybacks / cross-term-20.4%

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.