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7034.KL$1.56+0.00%
Fair $1.56+0.0%

7034.KL

Thong Guan Industries Berhad

Consumer Cyclical / Packaging & ContainersKuala Lumpur

$1.56

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.56Fund rank 30/100 · Data gapFallback financials|
SA 62/B
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 21%

FCF escenarios

weak_data · normalized FCF $96.1M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

62/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7034.KLLocal privado en este navegador · Thong Guan Industries 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

$611M

P/E

9.2x

↓

EV/EBITDA

3.8x

↓

ROE

6.8%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.20

↓
52-Week Range$2
$1$2

TradingView lightweight chart

7034.KL price, volumen y niveles de valoración

Último $1.560Periodo +228.1%
Fair value: $1.560

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

-4.7%

FCF CAGR

—

FCF margin

9.4%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.20B · net income $63.1M · FCF $112.9M

2022-FY → 2025-FY

Gross margin

14.4%-0.5% pts

Operating margin

7.1%-2.1% pts

Net margin

5.3%-2.0% pts

FCF margin

9.4%+12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.20B$1.20B$1.28B$1.24B$1.39B
Net Income$63.1M$63.1M$67.2M$71.3M$99.9M
EBITDA$122.6M$122.6M$136.2M$137.3M$161.0M
EPS0.160.160.170.180.25
Gross Margin14.4%14.4%13.0%15.4%14.9%
Operating Margin7.1%7.1%6.5%8.7%9.2%
Net Margin5.3%5.3%5.2%5.7%7.2%
Balance Sheet
Debt/Equity0.200.200.220.220.28
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$112.9M$112.9M$27.1M$96.1M$-38.7M
Returns
ROE6.8%6.8%7.0%7.7%12.2%
Valuation
P/E9.189.188.8110.839.45
EV/EBITDA3.813.813.604.965.57
P/B0.670.670.620.841.15
Growth & Yield
Revenue Growth-6.3%-6.3%3.3%-10.5%—
EPS Growth-6.0%-6.0%-6.7%-29.1%—
Dividend Yield2.9%2.9%———

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

-4.3%

fácil

EPS terminal req.

$0.14

Spread vs growth

-1.7%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$0.17

Spread vs growth

-7.2%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$0.27

Spread vs growth

-11.5%

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 +44.7%

Total return

+44.7%

Start / end P/E

6.6x → 9.9x

EPS bridge

0.17 → 0.16

Residual

-3.1%

EPS growth-6.0%
Multiple rerating+50.9%
Dividend+2.9%
Residual / FX / buybacks / cross-term-3.1%

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.