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7234.KL$0.27+0.00%
Fair $0.27+0.0%

7234.KL

Lotus Circular Berhad

Consumer Cyclical / Apparel RetailKuala Lumpur

$0.27

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.27Fund rank 30/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Margin CompressionLow Profitability

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 22%

FCF escenarios

weak_data · normalized FCF $4.8M · quality 53.0/100

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

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: 2unknown: 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 ROE is 3.9%, below the 5% threshold
Thesis & Journal · 7234.KLLocal privado en este navegador · Lotus Circular 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

$80M

P/E

13.3x

↓

EV/EBITDA

1.7x

↓

ROE

3.9%

↓

Gross Margin

45.5%

↑

Debt/Equity

0.04

↓
52-Week Range$0
$0$0

TradingView lightweight chart

7234.KL price, volumen y niveles de valoración

Último $0.265Periodo -89.0%
Fair value: $0.265

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

+9.5%

FCF CAGR

-45.5%

FCF margin

2.3%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $207.9M · net income $4.8M · FCF $4.8M

2022-FY → 2025-FY

Gross margin

45.5%-13.8% pts

Operating margin

4.4%-8.9% pts

Net margin

2.3%-1.9% pts

FCF margin

2.3%-16.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$207.9M$207.9M$187.4M$159.2M$158.5M
Net Income$4.8M$4.8M$10.3M$12.2M$6.7M
EBITDA$12.8M$12.8M$24.1M$19.9M$25.1M
EPS0.030.030.070.090.05
Gross Margin45.5%45.5%55.1%62.5%59.4%
Operating Margin4.4%4.4%9.6%9.9%13.3%
Net Margin2.3%2.3%5.5%7.7%4.2%
Balance Sheet
Debt/Equity0.040.040.030.070.15
Current Ratio2.682.68———
Cash Flow
Free Cash Flow$4.8M$4.8M$8.9M$-11.8M$29.8M
Returns
ROE3.9%3.9%8.8%11.4%7.4%
Valuation
P/E13.2513.259.104.858.93
EV/EBITDA1.701.703.252.621.96
P/B0.310.310.800.550.66
Growth & Yield
Revenue Growth10.9%10.9%17.7%0.4%—
EPS Growth-53.6%-53.6%-22.2%69.1%—

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

-10.8%

fácil

EPS terminal req.

$0.02

Spread vs growth

-42.9%

5Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$0.03

Spread vs growth

-50.7%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$0.05

Spread vs growth

-56.9%

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 -26.4%

Total return

-26.4%

Start / end P/E

5.0x → 8.0x

EPS bridge

0.07 → 0.03

Residual

-31.5%

EPS growth-53.6%
Multiple rerating+58.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.5%

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.