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5284.KL$0.38+2.74%
Fair $0.38+0.0%

5284.KL

Lotte Chemical Titan Holding Berhad

Basic Materials / ChemicalsKuala Lumpur

$0.38

+0.01 (+2.74%)

Fairly Valued+0.0%Fair Value $0.38Fund rank 28/100 · Data gapFallback financials|
SA 12/F
F-Score: 2/9
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 21%

FCF escenarios

weak_data · normalized FCF $-3.5B · quality 58.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

12/100

F

Piotroski

2/9

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 -32.4%, below the 5% threshold
Thesis & Journal · 5284.KLLocal privado en este navegador · Lotte Chemical Titan Holding 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

$854M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-32.4%

↓

Gross Margin

-9.8%

↓

Debt/Equity

1.74

↑
52-Week Range$0
$0$1

TradingView lightweight chart

5284.KL price, volumen y niveles de valoración

Último $0.375Periodo -94.2%
Fair value: $0.375

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

-7.5%

FCF CAGR

—

FCF margin

-31.5%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.94B · net income $-2.11B · FCF $-2.50B

2022-FY → 2025-FY

Gross margin

-9.8%-1.8% pts

Operating margin

-12.8%-2.6% pts

Net margin

-26.5%-19.2% pts

FCF margin

-31.5%+15.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.94B$7.94B$7.44B$7.65B$10.02B
Net Income$-2.11B$-2.11B$-1.26B$-780.3M$-731.1M
EBITDA$-1.99B$-1.99B$-1.03B$-467.9M$-403.1M
EPS——-0.55-0.34-0.32
Gross Margin-9.8%-9.8%-8.7%-8.3%-8.0%
Operating Margin-12.8%-12.8%-11.2%-11.4%-10.1%
Net Margin-26.5%-26.5%-17.0%-10.2%-7.3%
Balance Sheet
Debt/Equity1.741.740.960.520.00
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-2.50B$-2.50B$-3.53B$-7.13B$-4.70B
Returns
ROE-32.4%-32.4%-13.4%-6.8%-6.2%
Valuation
P/B0.130.130.150.280.28
Growth & Yield
Revenue Growth6.8%6.8%-2.8%-23.7%—
EPS Growth——-61.9%-6.7%—

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 -31.2%

Total return

-31.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.55 → n/d

Residual

-31.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.2%

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.