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7235.KL$0.65+0.00%
Fair $0.65+0.0%

7235.KL

Superlon Holdings Berhad

Industrials / Building Products & EquipmentKuala Lumpur

$0.65

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.65Fund rank 34/100 · Data gapFallback financials|
SA 61/B
F-Score: 6/9

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 $17.1M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

61/100

B

Piotroski

6/9

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 · 7235.KLLocal privado en este navegador · Superlon 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

$103M

P/E

9.3x

↓

EV/EBITDA

5.0x

↓

ROE

7.3%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.16

↓
52-Week Range$1
$1$1

TradingView lightweight chart

7235.KL price, volumen y niveles de valoración

Último $0.650Periodo +61.7%
Fair value: $0.650

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

+13.8%

FCF CAGR

—

FCF margin

12.7%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $135.6M · net income $12.4M · FCF $17.2M

2022-FY → 2025-FY

Gross margin

25.9%+1.6% pts

Operating margin

11.9%+4.6% pts

Net margin

9.1%+2.4% pts

FCF margin

12.7%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$135.6M$135.6M$118.2M$108.4M$92.1M
Net Income$12.4M$12.4M$12.0M$2.3M$6.2M
EBITDA$23.9M$23.9M$22.2M$10.6M$13.3M
EPS0.080.080.080.010.04
Gross Margin25.9%25.9%27.4%20.1%24.3%
Operating Margin11.9%11.9%12.2%4.5%7.2%
Net Margin9.1%9.1%10.1%2.1%6.7%
Balance Sheet
Debt/Equity0.160.160.210.220.11
Current Ratio5.745.74———
Cash Flow
Free Cash Flow$17.2M$17.2M$9.7M$17.1M$-398998.00
Returns
ROE7.3%7.3%7.8%1.6%4.3%
Valuation
P/E9.299.2917.4846.1518.67
EV/EBITDA5.005.0010.3811.989.03
P/B0.610.611.370.720.81
Growth & Yield
Revenue Growth14.7%14.7%9.0%17.8%—
EPS Growth3.3%3.3%428.0%-63.4%—
Dividend Yield4.6%4.6%———

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

-9.6%

fácil

EPS terminal req.

$0.06

Spread vs growth

12.9%

5Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$0.07

Spread vs growth

5.5%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$0.11

Spread vs growth

-0.4%

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 -8.1%

Total return

-8.1%

Start / end P/E

9.9x → 8.3x

EPS bridge

0.08 → 0.08

Residual

-0.5%

EPS growth+3.3%
Multiple rerating-15.5%
Dividend+4.6%
Residual / FX / buybacks / cross-term-0.5%

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.