Lotus Circular Berhad an investment holding company, (7234) Fair Value & Analysis
Consumer Cyclical · MY · Market cap 97.8M MYR
Fair value as of: Jun 24, 2026
Analysis
Lotus Circular Berhad an investment holding company, (7234) currently trades at 0.3100 MYR, while our model-based Fair Value estimate is 0.3500 MYR — implying the stock looks roughly 12.9% undervalued today. We read business quality at 80/100 (high quality), in the Consumer Cyclical 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.
About the company
Lotus Circular Berhad an investment holding company, engages in trading and retailing of leather products and apparel in Malaysia. It offers ladies' handbags and wallets; gents' leatherware, small leather goods, and accessories; and apparel for men and children. The company also holds licenses to design, source, and market brands, such as Alain Delon, Pierre Cardin, Crocodile, and Féraud, as well as Tocco, Ducati, and its in-house brands, Giossardi and Giamax. In addition, it is involved in the waste recycling business; provision of slitting services and trim waste sales; wholesale of metal and non-metal waste, and scrap and materials for recycling; and sale and purchase of recycling material. The company was formerly known as MESB Berhad and changed its name to Lotus Circular Berhad in December 2024. Lotus Circular Berhad was incorporated in 1995 and is based in Seri Kembangan, Malaysia.
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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.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.