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Selangor Dredging Berhad, an investment holding company, (2224) Fair Value & Analysis

Real Estate · MY · Market cap 185M MYR

SD Selangor Dredging Berhad, an investment holding company, 2224 · KLSE
Price0.4650 MYR
Fair Value1.15 MYR
Upside+147.3%
Quality58/100
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Mixed Growth
Loss-making · -23.6% net margin
Low debt · generates free cash flow
6.67% dividend yield
Mixed vs. peers (7/12)
Narrow moat 14/100
Evidence: Medium Range 0.7140 MYR – 1.59 MYR Share as image

Fair value as of: Jul 15, 2026

From 8 valuation models · updated 26 days ago

Fair value updated Jul 15, 2026, revised from 1.14 MYR to 1.15 MYR (+0.9%) since Jun 26, 2026. Share price +3.3% over the past month.

A solid business, screening 147% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (0.7140 MYR). The market is more pessimistic than our downside scenario.
  • Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (0.7140 MYR to 1.59 MYR) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

0.8307 MYR 0.3418 MYR Fair Value 1.15 MYR Aug 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 0.3418 MYR – 0.8307 MYR · fair‑value band 0.7140 MYR – 1.59 MYR · the 0.4650 MYR price screens below the 1.15 MYR fair value. Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Selangor Dredging Berhad, an investment holding company, (2224) currently trades at 0.4650 MYR, while our model-based Fair Value estimate is 1.15 MYR, implying the stock looks roughly 147.3% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Selangor Dredging Berhad, an investment holding company, generated revenue of 174M MYR at a net margin of -23.6%. Revenue declined 49.3% year over year. It earns a return on equity of -4.9%. Net debt stands at 253M MYR. Fundamentals as of Jul 15, 2026

Our scenario range runs from 0.7140 MYR (bear case) to 1.59 MYR (bull case); at 0.4650 MYR, the current price sits below 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 15% below its 52-week high and 19% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at 32% fair-value upside, at 147%, 2224 screens cheaper 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 2.62 MYR 3.18 MYR 3.98 MYR 80
Gordon GGM 0.2100 MYR 0.2600 MYR 0.3000 MYR 70
DDM Multi-Stage 0.2100 MYR 0.2600 MYR 0.3200 MYR 61
All 8 models by family
DCF Models
FCF DCF 2.57 MYR 3.18 MYR 4.09 MYR 38
5Y Revenue Exit 2.23 MYR 3.01 MYR 4.09 MYR 39
10Y Revenue Exit 2.33 MYR 2.97 MYR 3.68 MYR 36
Dividend Discount
Gordon GGM 0.2100 MYR 0.2600 MYR 0.3000 MYR 70
DDM Multi-Stage 0.2100 MYR 0.2600 MYR 0.3200 MYR 61
Multiples
EV/Revenue 2.08 MYR 2.94 MYR 3.80 MYR 43
Asset-Based
NCAV (Graham) 0.9500 MYR 1.27 MYR 1.90 MYR 50
Growth DCF
Growth DCF 2.62 MYR 3.18 MYR 3.98 MYR 80

Widest divergence: Growth DCF (3.18 MYR) versus Dividend Discount (0.2600 MYR). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 174M MYR
Revenue growth (YoY) -49.3%
Net margin -23.6%
Return on equity -4.9%
Free cash flow 141M MYR FY2026
Operating margin -15.5%
More key figures
EPS (TTM) -0.1000 MYR
Dividend yield 6.4%
EPS growth (YoY) -88.3%
Net debt 253M MYR FY2026

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 63 · Market factors (momentum, volatility) 49

Profitability 3
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 66
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 36
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

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

Selangor Dredging Berhad, an investment holding company, engages in the property development business in Malaysia and Singapore. It operates through Property Investment, Hotel Operations, Investment Holding, Property Development, and Others segments.

Full company description

Selangor Dredging Berhad, an investment holding company, engages in the property development business in Malaysia and Singapore. It operates through Property Investment, Hotel Operations, Investment Holding, Property Development, and Others segments. The company is involved in the letting of commercial properties; operation of hotels and related services; and provision of property management and support services. It also engages in trading, installation, and franchising of energy efficient products; and operation of boutique urban resort hotel under the Hotel Maya Kuala Lumpur name. Selangor Dredging Berhad was incorporated in 1962 and is headquartered in Kuala Lumpur, Malaysia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Selangor Dredging Berhad, an investment holding company, reported revenue of 174M MYR in FY2026 versus 98.5M MYR in FY2022, a compound +15.4%/yr. Reported net income was −41.2M MYR in FY2026.

Growth Quality 37/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
174M MYR
Latest YoY
−53.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.9%
Avg. growth/yr (13Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−4.2%
Revenue +15.4%/yr
FY22 98.5M MYR
FY23 138M MYR
FY24 227M MYR
FY25 376M MYR
FY26 174M MYR
Net income
FY22 6.8M MYR
FY23 6.3M MYR
FY24 24.7M MYR
FY25 21.9M MYR
FY26 −41.2M MYR

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Cite: Fair Value Calculator (2026). "Selangor Dredging Berhad, an investment holding company, Fair Value". https://www.fairvalue-calculator.com/stock/2224

Peer Group

Real Estate - Development · 588 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.

Quality Score 61 · Top 25%
Fair Value upside +147% · Top 25%
Return on assets -1% · Bottom 25%
Net margin (TTM) -24% · Bottom 25%
Operating margin (TTM) -16% · Bottom 25%
Revenue growth -49% · Bottom 25%
Dividend yield (TTM) 6.7% · Top 25%
Debt / equity 0.13× · Lower than median

Valuation Multiples vs Real Estate - Development median · lower = cheaper

P/B 0.06× · Cheaper than 75% of peers
P/S (TTM) 0.26× · Cheaper than median
P/FCF 0.3× · Cheaper than median

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 100 · sector 48
FUTURE 0 · sector 0
PAST 0 · sector 10
HEALTH 94 · sector 84
DIVIDEND 100 · sector 38

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
DLF Limited DLF ₹657.75 ₹159.49 -76%
Lodha Developers Limited LODHA ₹1,188 ₹583.43 -51%
PT Pantai Indah Kapuk Dua Tbk, PANI 6,125 IDR 1,330 IDR -78%
Oberoi Realty Limited OBEROIRLTY ₹1,925 ₹1,183 -39%
Godrej Properties Limited GODREJPROP ₹2,102 ₹1,044 -50%
PT Jaya Real Property, Tbk., JRPT 1,080 IDR 1,674 IDR +55%
PT Bumi Serpong Damai Tbk, BSDE 555.00 IDR 1,388 IDR +150%
PT Sentul City Tbk, BKSL 64.00 IDR 84.16 IDR +32%
PT Ciputra Development Tbk, CTRA 555.00 IDR 1,388 IDR +150%
PT Duta Pertiwi Tbk DUTI 4,100 IDR 6,239 IDR +52%

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Frequently asked questions

Is Selangor Dredging Berhad, an investment holding company, (2224) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 1.15 MYR versus a price of 0.4650 MYR, about +147% (undervalued).
What is the fair value of 2224?
Our model-based fair value for Selangor Dredging Berhad, an investment holding company, is 1.15 MYR (as of Jul 15, 2026), built from audited fundamentals. The current price is 0.4650 MYR.
What is the quality score of 2224?
Selangor Dredging Berhad, an investment holding company, has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Selangor Dredging Berhad, an investment holding company, (2224)?
Selangor Dredging Berhad, an investment holding company, reported trailing-twelve-month revenue of about 174M MYR (latest available figure, as of Jul 15, 2026).
What is the net profit margin of 2224?
The net profit margin of Selangor Dredging Berhad, an investment holding company, is about -23.6%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Selangor Dredging Berhad, an investment holding company, pay a dividend?
Selangor Dredging Berhad, an investment holding company, currently shows a dividend yield of about 6.38% relative to its recent price (as of Jul 15, 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.

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