Southern Acids (M) Berhad, an investment holding company, (5134) Fair Value & Analysis
Industrials · MY · Market cap 419M MYR
Fair value as of: Jul 19, 2026
From 12 valuation models · updated 22 days ago
Fair value updated Jul 19, 2026, revised from 4.56 MYR to 4.64 MYR (+1.8%) since Jun 26, 2026. Share price −2.9% over the past month.
A solid business, screening 54% undervalued on our models.
What matters now
- The price is below even our cautious bear case (3.48 MYR). The market is more pessimistic than our downside scenario.
- Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range 2.53 MYR – 3.95 MYR · fair‑value band 3.48 MYR – 5.80 MYR · the 3.01 MYR price screens below the 4.64 MYR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Southern Acids (M) Berhad, an investment holding company, (5134) currently trades at 3.01 MYR, while our model-based Fair Value estimate is 4.64 MYR, implying the stock looks roughly 54.2% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Industrials 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, Southern Acids (M) Berhad, an investment holding company, generated revenue of 919M MYR at a net margin of 4.1%. Revenue declined 23.5% year over year. It earns a return on equity of 5.9%. The stock trades on a trailing P/E of 11.6. Fundamentals as of Jul 19, 2026
Our scenario range runs from 3.48 MYR (bear case) to 5.80 MYR (bull case); at 3.01 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 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at 54%, 5134 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.
All 12 models by family
Widest divergence: Growth DCF (10.45 MYR) versus Dividend Discount (0.5400 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 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 47
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
Southern Acids (M) Berhad, an investment holding company, engages in the manufacture and trading of oleochemical products in Malaysia, Indonesia, Asia, Europe, the United States, and internationally. The company operates through four segments: Oleochemical Manufacturing, Milling & Cultivation, Investments & Services, and Healthcare Services.
Full company description
Southern Acids (M) Berhad, an investment holding company, engages in the manufacture and trading of oleochemical products in Malaysia, Indonesia, Asia, Europe, the United States, and internationally. The company operates through four segments: Oleochemical Manufacturing, Milling & Cultivation, Investments & Services, and Healthcare Services. It offers fatty acids and glycerine for use in various applications, including personal care, cleaning agents, cosmetic, pharmaceutical, and food products. It is also involved in the processing of fresh fruit bunches into crude palm oil and palm kernel, as well as oil palm cultivation activities. In addition, it operates private hospital in Klang for the provision of cardiology, hand and microsurgery, nephrology, neurosurgery, orthopaedic surgery, obstetrics and gynaecology, radiotherapy, oncology services, cancer, fertility, cardiac care, and E.N.T. head and neck surgery. Further, it provides plantation; administrative; overhead conveyor goods loading services; warehousing; and port cargo handling, as well as develops properties and leases hospital building. Southern Acids (M) Berhad was incorporated in 1980 and is headquartered in Klang, Malaysia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Southern Acids (M) Berhad, an investment holding company, reported revenue of 919M MYR in FY2026 versus 1.2B MYR in FY2022, a compound −6.0%/yr. Reported net income was 37.4M MYR in FY2026, compounding −20.7%/yr from FY2022.
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Peer Group
Conglomerates · 369 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 Conglomerates 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.
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 Conglomerates stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CITIC Limited 0267 | HK$11.28 | HK$22.56 | +100% |
| SK Inc 034730 | 580,000 KRW | 497,919 KRW | -14% |
| PT Astra International Tbk, ASII | 4,810 IDR | 9,620 IDR | +100% |
| The Siam Cement Public Company SCC | 254.00 THB | 199.40 THB | -21% |
| SRF Limited SRF | ₹2,875 | ₹1,053 | -63% |
| Empresas Copec S.A COPEC | 6,330 CLP | 10,879 CLP | +72% |
| Posco International Corporation 047050 | 50,900 KRW | 61,248 KRW | +20% |
| Tube Investments of India Limited TIINDIA | ₹2,940 | ₹559.30 | -81% |
| Doosan Corporation 000155 | 464,000 KRW | 75,620 KRW | -84% |
| Thermax Limited THERMAX | ₹4,809 | ₹1,087 | -77% |
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Frequently asked questions
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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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