L&P Global Berhad (0268) Fair Value & Analysis
Consumer Cyclical · MY · Market cap 75.5M MYR
Fair value as of: Jul 18, 2026
From 14 valuation models · updated 23 days ago
Share price +38.1% over the past month.
A solid business, but screening 66% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (0.0800 MYR). The favourable scenario is already priced in.
- The model range is unusually wide (0.0300 MYR to 0.0800 MYR). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
43‑month range 0.0800 MYR – 0.6494 MYR · fair‑value band 0.0300 MYR – 0.0800 MYR · the 0.1450 MYR price screens above the 0.0500 MYR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
L&P Global Berhad (0268) currently trades at 0.1450 MYR, while our model-based Fair Value estimate is 0.0500 MYR, implying the stock looks roughly 65.5% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, L&P Global Berhad generated revenue of 68.8M MYR at a net margin of -4.6%. Revenue declined 35.3% year over year. It earns a return on equity of -3.1%. Net debt stands at 35.6M MYR. Fundamentals as of Jul 18, 2026
Our scenario range runs from 0.0300 MYR (bear case) to 0.0800 MYR (bull case); at 0.1450 MYR, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 81% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at -66%, 0268 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 14 models by family
Widest divergence: DCF Models (0.1600 MYR) versus Earnings-Based (0.0300 MYR). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 71
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
L&P Global Berhad provides integrated industrial packaging solutions in Malaysia and Vietnam. The company designs and manufactures wooden industrial packaging products comprising boxes, crates, and pallets.
Full company description
L&P Global Berhad provides integrated industrial packaging solutions in Malaysia and Vietnam. The company designs and manufactures wooden industrial packaging products comprising boxes, crates, and pallets. It also provides circular supply services, including the collection, repair, and remanufacture of worn and broken pallets into usable recycled pallets, as well as packing services. In addition, the company engages in the trade of plastic pallets, wood materials, and packaging accessories; purchase and storage of scraps; and letting of properties and premises. It serves the renewable energy, electronics, semiconductor, medical, pharmaceutical, logistics, food, packaging, and automotive industries. The company was founded in 1984 and is headquartered in Georgetown, Malaysia. L&P Global Berhad operates as a subsidiary of B Pack Holdings Sdn. Bhd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
L&P Global Berhad reported revenue of 74.7M MYR in FY2025 versus 121M MYR in FY2021, a compound −11.3%/yr. Reported net income was −1.3M MYR in FY2025.
0268 screens 66% overvalued. Compare with Stora Enso Oyj →
Peer Group
Packaging & Containers · 272 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaging & Containers median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Stora Enso Oyj STER | kr 101.90 | kr 126.39 | +24% |
| ShenZhen YUTO Packaging Technology Co 002831 | ¥29.10 | ¥20.88 | -28% |
| SCG Packaging Public Company SCGP | 29.00 THB | 16.12 THB | -44% |
| AblePrint Technology Co 7734 | 2,850 TWD | 661.69 TWD | -77% |
| PT Fajar Surya Wisesa Tbk, FASW | 5,312 IDR | 1,194 IDR | -78% |
| Taiwan Hon Chuan Enterprise Co 9939 | 132.50 TWD | 127.06 TWD | -4% |
| Time Technoplast Limited TIMETECHNO | ₹206.82 | ₹161.42 | -22% |
| EPL Limited 500135 | ₹222.25 | ₹111.65 | -50% |
| Ton Yi Industrial Corp 9907 | 15.15 TWD | 23.17 TWD | +53% |
| Dongwon Systems Corporation 014820 | 19,330 KRW | 31,473 KRW | +63% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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