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5983.KL$5.07-0.20%
Fair $5.07+0.0%

5983.KL

MBM Resources Berhad

Consumer Cyclical / Auto & Truck DealershipsKuala Lumpur

$5.07

-0.01 (-0.20%)

Fairly Valued+0.0%Fair Value $5.07Fund rank 27/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $9.5M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

49/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 5983.KLLocal privado en este navegador · MBM Resources 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

$2.0B

P/E

6.0x

↓

EV/EBITDA

4.2x

↓

ROE

14.3%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.02

↓
52-Week Range$5
$4$6

TradingView lightweight chart

5983.KL price, volumen y niveles de valoración

Último $5.070Periodo +213.1%
Fair value: $5.070

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

+3.4%

FCF CAGR

-39.4%

FCF margin

0.4%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.55B · net income $339.3M · FCF $9.5M

2022-FY → 2025-FY

Gross margin

8.5%+0.2% pts

Operating margin

0.4%-0.7% pts

Net margin

13.3%+1.2% pts

FCF margin

0.4%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.55B$2.55B$2.49B$2.42B$2.31B
Net Income$339.3M$339.3M$333.4M$331.2M$280.4M
EBITDA$424.1M$424.1M$413.7M$411.8M$342.7M
EPS0.870.870.850.850.72
Gross Margin8.5%8.5%8.5%8.3%8.2%
Operating Margin0.4%0.4%0.7%0.8%1.0%
Net Margin13.3%13.3%13.4%13.7%12.1%
Balance Sheet
Debt/Equity0.020.020.030.010.00
Current Ratio3.423.42———
Cash Flow
Free Cash Flow$9.5M$9.5M$81.6M$-27.8M$42.6M
Returns
ROE14.3%14.3%15.0%15.6%13.6%
Valuation
P/E5.965.967.345.084.60
EV/EBITDA4.174.175.433.652.94
P/B0.830.831.100.790.63
Growth & Yield
Revenue Growth2.6%2.6%2.9%4.7%—
EPS Growth1.7%1.7%0.7%18.1%—
Dividend Yield16.6%16.6%———

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

-19.7%

fácil

EPS terminal req.

$0.45

Spread vs growth

21.3%

5Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$0.54

Spread vs growth

10.6%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$0.88

Spread vs growth

1.6%

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 +5.8%

Total return

+5.8%

Start / end P/E

6.7x → 5.8x

EPS bridge

0.85 → 0.87

Residual

-0.2%

EPS growth+1.7%
Multiple rerating-12.2%
Dividend+16.6%
Residual / FX / buybacks / cross-term-0.2%

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.