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7035.KL$1.20+1.69%
Fair $1.20+0.0%

7035.KL

CCK Consolidated Holdings Berhad

Consumer Defensive / Grocery StoresKuala Lumpur

$1.20

+0.02 (+1.69%)

Fairly Valued+0.0%Fair Value $1.20Fund rank 31/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $39.7M · quality 56.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

47/100

C

Piotroski

3/9

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 · 7035.KLLocal privado en este navegador · CCK Consolidated 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

$739M

P/E

12.0x

↓

EV/EBITDA

4.8x

↓

ROE

11.0%

↑

Gross Margin

21.3%

↓

Debt/Equity

0.14

↓
52-Week Range$1
$1$1

TradingView lightweight chart

7035.KL price, volumen y niveles de valoración

Último $1.200Periodo +138.1%
Fair value: $1.200

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

+5.8%

FCF CAGR

-15.8%

FCF margin

0.7%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $61.2M · FCF $7.0M

2022-FY → 2025-FY

Gross margin

21.3%+3.1% pts

Operating margin

7.9%+2.6% pts

Net margin

5.8%-1.3% pts

FCF margin

0.7%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.05B$1.05B$1.06B$980.7M$885.7M
Net Income$61.2M$61.2M$71.5M$83.3M$63.1M
EBITDA$137.2M$137.2M$144.6M$137.1M$109.9M
EPS0.100.100.120.130.10
Gross Margin21.3%21.3%21.4%20.2%18.2%
Operating Margin7.9%7.9%9.2%7.6%5.3%
Net Margin5.8%5.8%6.8%8.5%7.1%
Balance Sheet
Debt/Equity0.140.140.130.160.18
Current Ratio4.454.45———
Cash Flow
Free Cash Flow$7.0M$7.0M$39.7M$77.6M$11.8M
Returns
ROE11.0%11.0%12.6%19.3%17.4%
Valuation
P/E12.0012.0013.996.347.21
EV/EBITDA4.844.846.363.584.22
P/B1.341.341.771.231.26
Growth & Yield
Revenue Growth-0.9%-0.9%7.8%10.7%—
EPS Growth-14.1%-14.1%-14.1%32.4%—
Dividend Yield3.3%3.3%———

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

2.5%

fácil

EPS terminal req.

$0.11

Spread vs growth

-16.6%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$0.13

Spread vs growth

-19.5%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$0.21

Spread vs growth

-21.8%

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 -6.4%

Total return

-6.4%

Start / end P/E

11.6x → 12.1x

EPS bridge

0.12 → 0.10

Residual

-0.7%

EPS growth-14.1%
Multiple rerating+5.0%
Dividend+3.3%
Residual / FX / buybacks / cross-term-0.7%

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.