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Semico Capital Berhad, through its subsidiaries, (0388) Fair Value & Analysis

Consumer Cyclical · MY · Market cap 198M MYR

SC Semico Capital Berhad, through its subsidiaries, 0388 · KLSE
Price0.5700 MYR
Fair Value0.2200 MYR
Upside-61.4%
Quality91/100
Evidence: High Range 0.1500 MYR – 0.2700 MYR

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price +3.7% over the past month.

Price vs Fair Value (5 months)

0.5750 MYR 0.3082 MYR Fair Value 0.2200 MYR Jan 2026 Jun 2026

5‑month range 0.3082 MYR – 0.5750 MYR · fair‑value band 0.1500 MYR – 0.2700 MYR · the 0.5700 MYR price screens above the 0.2200 MYR fair value. As of Jun 26, 2026.

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Analysis

Semico Capital Berhad, through its subsidiaries, (0388) currently trades at 0.5700 MYR, while our model-based Fair Value estimate is 0.2200 MYR — implying the stock looks roughly 61.4% overvalued today. We read business quality at 91/100 (high 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: high).

Over the trailing twelve months, Semico Capital Berhad, through its subsidiaries, generated revenue of 34.0M MYR at a net margin of 12.1%. Revenue grew 13.5% year over year. It earns a return on equity of 14.9%. The stock trades on a trailing P/E of 27.5. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 34.0M MYR
Revenue growth (YoY) +13.5%
Net margin 12.1%
Return on equity 14.9%
Free cash flow 1.4M MYR FY2025
P/E ratio 27.5
More key figures
Operating margin 20.1%
EPS (TTM) 0.0200 MYR
Dividend yield 1.4%
EPS growth (YoY) -99.9%

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Semico Capital Berhad, through its subsidiaries, engages in the wholesale and distribution of toys and collectables. The company operates through Family Entertainment; and Toys And Collectables segments. It offers action figures, assembled toys, blind boxes, display figures, and card games. The company is also involved in the provision of family entertainment products and services, which include arcade and amusement machines and related services; and operation and management of a family entertainment centre, family recreational, and sports activities. It serves arcade and amusement machine operators, family entertainment centre operators, theme parks operators, specialised convenience stores, hobbyist stores, toy stores, and cinemas and family entertainment centre operators. The company was founded in 2007 and is headquartered in Kuala Lumpur, Malaysia. Semico Capital Berhad is a subsidiary of MARC Experience Ventures Sdn Bhd.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Semico Capital Berhad, through its subsidiaries, reported revenue of 29.7M MYR in FY2025 versus 5.3M MYR in FY2022, a compound +78.1%/yr. Reported net income was 6.0M MYR in FY2025, compounding +72.5%/yr from FY2022.

Revenue +78.1%/yr
FY22 5.3M MYR
FY23 15.3M MYR
FY24 22.1M MYR
FY25 29.7M MYR
Net income +72.5%/yr
FY22 1.2M MYR
FY23 3.6M MYR
FY24 4.8M MYR
FY25 6.0M MYR

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Frequently asked questions

Is Semico Capital Berhad, through its subsidiaries, (0388) undervalued?
As of Jun 26, 2026, our model estimates a fair value of 0.2200 MYR versus a price of 0.5700 MYR — about −61% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 0388?
Our 21-model fair value for Semico Capital Berhad, through its subsidiaries, is 0.2200 MYR (as of Jun 26, 2026), built from audited fundamentals. The current price is 0.5700 MYR.
What is the quality score of 0388?
Semico Capital Berhad, through its subsidiaries, has a Quality Score of 91/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Semico Capital Berhad, through its subsidiaries, (0388)?
Semico Capital Berhad, through its subsidiaries, reported trailing-twelve-month revenue of about 34.0M MYR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of 0388?
The net profit margin of Semico Capital Berhad, through its subsidiaries, is about 12.1%, meaning it keeps roughly 12.1% of revenue as net income. Based on the latest reported figures.
Does Semico Capital Berhad, through its subsidiaries, pay a dividend?
Semico Capital Berhad, through its subsidiaries, currently shows a dividend yield of about 1.44% relative to its recent price (as of Jun 26, 2026).

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.