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5308.KL$0.67-0.74%
Fair $0.67+0.0%

5308.KL

Seng Fong Holdings Berhad

Basic Materials / Specialty ChemicalsKuala Lumpur

$0.67

-0.00 (-0.74%)

Fairly Valued+0.0%Fair Value $0.67Fund rank 27/100 · Data gapFallback financials|
SA 44/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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $18.8M · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

44/100

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 · 5308.KLLocal privado en este navegador · Seng Fong 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

$484M

P/E

13.8x

↓

EV/EBITDA

8.9x

↓

ROE

15.5%

↑

Gross Margin

5.5%

↓

Debt/Equity

0.53

↑
52-Week Range$1
$1$1

TradingView lightweight chart

5308.KL price, volumen y niveles de valoración

Último $0.670Periodo -0.7%
Fair value: $0.670

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

+17.3%

FCF CAGR

+646.2%

FCF margin

7.4%

FCF / Net income

3.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.49B · net income $35.1M · FCF $110.4M

2022-FY → 2025-FY

Gross margin

5.5%-3.4% pts

Operating margin

3.7%-2.1% pts

Net margin

2.4%-1.8% pts

FCF margin

7.4%+7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.49B$1.49B$1.14B$937.0M$922.4M
Net Income$35.1M$35.1M$57.3M$22.6M$38.0M
EBITDA$53.7M$53.7M$84.8M$34.6M$54.0M
EPS0.050.050.080.030.05
Gross Margin5.5%5.5%9.5%7.1%9.0%
Operating Margin3.7%3.7%7.1%4.4%5.8%
Net Margin2.4%2.4%5.0%2.4%4.1%
Balance Sheet
Debt/Equity0.530.530.560.760.81
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$110.4M$110.4M$-49.3M$18.8M$265669.00
Returns
ROE15.5%15.5%25.3%13.2%34.3%
Valuation
P/E13.7613.7614.5921.6712.28
EV/EBITDA8.938.9310.8214.8710.14
P/B2.132.133.692.864.21
Growth & Yield
Revenue Growth30.7%30.7%21.5%1.6%—
EPS Growth-38.7%-38.7%146.1%-41.2%—
Dividend Yield4.8%4.8%———

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

6.9%

razonable

EPS terminal req.

$0.06

Spread vs growth

-45.6%

5Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$0.07

Spread vs growth

-46.9%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$0.12

Spread vs growth

-47.8%

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 -12.9%

Total return

-12.9%

Start / end P/E

10.3x → 13.8x

EPS bridge

0.08 → 0.05

Residual

-13.3%

EPS growth-38.7%
Multiple rerating+34.2%
Dividend+4.8%
Residual / FX / buybacks / cross-term-13.3%

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.