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8273.KL$0.64-0.78%
Fair $0.64+0.0%

8273.KL

Public Packages Holdings Berhad

Consumer Cyclical / Packaging & ContainersKuala Lumpur

$0.64

-0.00 (-0.78%)

Fairly Valued+0.0%Fair Value $0.64Fund rank 37/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $36.8M · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

44/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · 8273.KLLocal privado en este navegador · Public Packages 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

$169M

P/E

4.0x

↓

EV/EBITDA

2.4x

↓

ROE

8.8%

↑

Gross Margin

41.6%

↑

Debt/Equity

0.01

↓
52-Week Range$1
$1$1

TradingView lightweight chart

8273.KL price, volumen y niveles de valoración

Último $0.635Periodo +61.3%
Fair value: $0.635

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

-3.7%

FCF CAGR

+7.7%

FCF margin

17.5%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $200.0M · net income $41.6M · FCF $34.9M

2022-FY → 2025-FY

Gross margin

41.6%+6.0% pts

Operating margin

23.2%+2.5% pts

Net margin

20.8%+3.6% pts

FCF margin

17.5%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$200.0M$200.0M$206.8M$209.6M$223.7M
Net Income$41.6M$41.6M$41.0M$48.5M$38.5M
EBITDA$62.4M$62.4M$61.0M$63.3M$57.6M
EPS0.160.160.150.180.15
Gross Margin41.6%41.6%43.2%40.1%35.7%
Operating Margin23.2%23.2%23.6%23.0%20.7%
Net Margin20.8%20.8%19.8%23.1%17.2%
Balance Sheet
Debt/Equity0.010.010.010.030.05
Current Ratio10.7710.77———
Cash Flow
Free Cash Flow$34.9M$34.9M$36.8M$41.4M$28.0M
Returns
ROE8.8%8.8%9.5%12.4%11.3%
Valuation
P/E3.973.975.344.314.37
EV/EBITDA2.402.403.263.042.55
P/B0.360.360.510.540.49
Growth & Yield
Revenue Growth-3.3%-3.3%-1.3%-6.3%—
EPS Growth1.6%1.6%-15.6%25.5%—
Dividend Yield1.2%1.2%———

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

-28.8%

fácil

EPS terminal req.

$0.06

Spread vs growth

30.4%

5Y implied EPS CAGR

-15.3%

fácil

EPS terminal req.

$0.07

Spread vs growth

16.8%

10Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$0.11

Spread vs growth

5.0%

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 -14.2%

Total return

-14.2%

Start / end P/E

4.9x → 4.1x

EPS bridge

0.15 → 0.16

Residual

-0.3%

EPS growth+1.6%
Multiple rerating-16.6%
Dividend+1.2%
Residual / FX / buybacks / cross-term-0.3%

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.