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8303.KL$0.10+5.26%
Fair $0.10+0.0%

8303.KL

Lotus KFM Berhad

Consumer Defensive / Packaged FoodsKuala Lumpur

$0.10

+0.01 (+5.26%)

Fairly Valued+0.0%Fair Value $0.10Fund rank 25/100 · Data gapFallback financials|
SA 44/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-3.9M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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: 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 0.4%, below the 5% threshold
Thesis & Journal · 8303.KLLocal privado en este navegador · Lotus KFM 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

$128M

P/E

250.0x

↑

EV/EBITDA

34.4x

↑

ROE

0.4%

↓

Gross Margin

2.6%

↓

Debt/Equity

0.09

↓
52-Week Range$0
$0$0

TradingView lightweight chart

8303.KL price, volumen y niveles de valoración

Último $0.100Periodo -95.2%
Fair value: $0.100

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

-6.3%

FCF CAGR

—

FCF margin

-10.5%

FCF / Net income

-12.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.4M · net income $463543.0 · FCF $-5.7M

2022-FY → 2025-FY

Gross margin

2.6%-3.7% pts

Operating margin

-0.5%-5.0% pts

Net margin

0.9%-3.7% pts

FCF margin

-10.5%-24.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.4M$54.4M$50.7M$58.5M$66.1M
Net Income$463543.00$463543.00$154267.00$2.7M$3.0M
EBITDA$2.6M$2.6M$2.2M$4.6M$5.2M
EPS0.000.000.000.000.00
Gross Margin2.6%2.6%3.8%7.1%6.3%
Operating Margin-0.5%-0.5%-0.3%4.1%4.5%
Net Margin0.9%0.9%0.3%4.5%4.5%
Balance Sheet
Debt/Equity0.090.090.090.110.11
Current Ratio9.359.35———
Cash Flow
Free Cash Flow$-5.7M$-5.7M$-3.9M$5.9M$9.0M
Returns
ROE0.4%0.4%0.2%3.4%3.9%
Valuation
P/E250.00250.001950.00106.2561.54
EV/EBITDA34.4534.4597.3858.6833.15
P/B1.181.182.823.632.42
Growth & Yield
Revenue Growth7.3%7.3%-13.3%-11.5%—
EPS Growth300.0%300.0%-95.8%-7.7%—

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

181.0%

muy exigente

EPS terminal req.

$0.01

Spread vs growth

119.0%

5Y implied EPS CAGR

93.1%

muy exigente

EPS terminal req.

$0.01

Spread vs growth

206.9%

10Y implied EPS CAGR

45.7%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

254.3%

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 -16.7%

Total return

-16.7%

Start / end P/E

1200.0x → 250.0x

EPS bridge

0.00 → 0.00

Residual

-237.5%

EPS growth+300.0%
Multiple rerating-79.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-237.5%

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.