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v0.1
5186.KL$0.36-2.70%
Fair $0.36+0.0%

5186.KL

Malaysia Marine and Heavy Engineering Holdings Berhad

Energy / Oil & Gas Equipment & ServicesKuala Lumpur

$0.36

-0.01 (-2.70%)

Fairly Valued+0.0%Fair Value $0.36Fund rank 27/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $7.7M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

41/100

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: 0unknown: 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.
Thesis & Journal · 5186.KLLocal privado en este navegador · Malaysia Marine and Heavy Engineering 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

$576M

P/E

5.1x

↓

EV/EBITDA

1.9x

↓

ROE

6.9%

↑

Gross Margin

18.5%

↓

Debt/Equity

0.17

↓
52-Week Range$0
$0$0

TradingView lightweight chart

5186.KL price, volumen y niveles de valoración

Último $0.360Periodo -92.0%
Fair value: $0.360

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

+6.2%

FCF CAGR

-56.7%

FCF margin

0.4%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.98B · net income $102.9M · FCF $7.7M

2022-FY → 2025-FY

Gross margin

18.5%+5.6% pts

Operating margin

4.6%+3.2% pts

Net margin

5.2%+1.1% pts

FCF margin

0.4%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.98B$1.98B$3.61B$3.31B$1.65B
Net Income$102.9M$102.9M$121.0M$-484.2M$67.8M
EBITDA$196.7M$196.7M$219.2M$-391.8M$140.8M
EPS0.060.060.08-0.300.04
Gross Margin18.5%18.5%12.0%-5.6%12.8%
Operating Margin4.6%4.6%2.5%-14.8%1.4%
Net Margin5.2%5.2%3.4%-14.6%4.1%
Balance Sheet
Debt/Equity0.170.170.190.300.19
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$7.7M$7.7M$12.2M$-245.0M$95.3M
Returns
ROE6.9%6.9%8.8%-38.2%3.8%
Valuation
P/E5.145.145.36—14.62
EV/EBITDA1.921.922.09—3.81
P/B0.390.390.470.610.56
Growth & Yield
Revenue Growth-45.2%-45.2%9.0%100.4%—
EPS Growth-14.9%-14.9%125.0%-813.7%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-20.8%

fácil

EPS terminal req.

$0.03

Spread vs growth

5.9%

5Y implied EPS CAGR

-9.7%

fácil

EPS terminal req.

$0.04

Spread vs growth

-5.3%

10Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$0.06

Spread vs growth

-14.6%

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 -4.0%

Total return

-4.0%

Start / end P/E

5.0x → 5.6x

EPS bridge

0.08 → 0.06

Residual

-1.9%

EPS growth-14.9%
Multiple rerating+12.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.9%

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.