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5916.KL$2.17+0.93%
Fair $2.17+0.0%

5916.KL

Malaysia Smelting Corporation Berhad

Basic Materials / Other Industrial Metals & MiningKuala Lumpur

$2.17

+0.02 (+0.93%)

Fairly Valued+0.0%Fair Value $2.17Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $64.5M · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

59/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 5916.KLLocal privado en este navegador · Malaysia Smelting Corporation 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

$1.8B

P/E

15.5x

↓

EV/EBITDA

11.4x

↑

ROE

11.2%

↑

Gross Margin

13.1%

↓

Debt/Equity

0.53

↑
52-Week Range$2
$1$2

TradingView lightweight chart

5916.KL price, volumen y niveles de valoración

Último $2.170Periodo +502.8%
Fair value: $2.170

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

+5.4%

FCF CAGR

-36.4%

FCF margin

3.3%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $82.0M · FCF $57.8M

2022-FY → 2025-FY

Gross margin

13.1%-1.7% pts

Operating margin

8.0%-1.7% pts

Net margin

4.7%-1.9% pts

FCF margin

3.3%-11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.69B$1.44B$1.50B
Net Income$82.0M$82.0M$79.4M$85.1M$98.3M
EBITDA$173.9M$173.9M$164.9M$159.5M$173.3M
EPS0.100.100.100.100.12
Gross Margin13.1%13.1%13.6%14.5%14.8%
Operating Margin8.0%8.0%8.3%8.5%9.6%
Net Margin4.7%4.7%4.7%5.9%6.5%
Balance Sheet
Debt/Equity0.530.530.530.480.48
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$57.8M$57.8M$64.5M$151.5M$225.2M
Returns
ROE11.2%11.2%11.2%11.3%13.7%
Valuation
P/E15.5015.5011.6810.106.71
EV/EBITDA11.3911.396.656.034.91
P/B2.492.491.311.140.92
Growth & Yield
Revenue Growth4.0%4.0%17.8%-4.5%—
EPS Growth3.2%3.2%-6.4%-13.2%—
Dividend Yield3.7%3.7%———

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

25.2%

muy exigente

EPS terminal req.

$0.19

Spread vs growth

-22.1%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$0.23

Spread vs growth

-15.8%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$0.38

Spread vs growth

-11.2%

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 +75.9%

Total return

+75.9%

Start / end P/E

13.3x → 22.1x

EPS bridge

0.10 → 0.10

Residual

+2.1%

EPS growth+3.2%
Multiple rerating+67.0%
Dividend+3.7%
Residual / FX / buybacks / cross-term+2.1%

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.