Tiong Nam Logistics Holdings (8397) Fair Value & Analysis
Industrials · MY · Market cap 410M MYR
Fair value as of: Jul 19, 2026
From 21 valuation models · updated 22 days ago
Share price +2.6% over the past month.
Below-average quality, screening 50% undervalued on our models.
What matters now
- The price is below even our cautious bear case (0.8300 MYR). The market is more pessimistic than our downside scenario.
- Solid quality (48/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (0.8300 MYR to 1.71 MYR) leaves room in how you read the outcome.
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 0.5268 MYR – 0.9415 MYR · fair‑value band 0.8300 MYR – 1.71 MYR · the 0.8000 MYR price screens below the 1.20 MYR fair value. Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Tiong Nam Logistics Holdings (8397) currently trades at 0.8000 MYR, while our model-based Fair Value estimate is 1.20 MYR, implying the stock looks roughly 50.0% undervalued today. The Quality Score stands at 48/100 (below-average 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: high), always confirm before acting.
Over the trailing twelve months, Tiong Nam Logistics Holdings generated revenue of 965M MYR at a net margin of 3.5%. Revenue grew 5.3% year over year. It earns a return on equity of 3.2%. Net debt stands at 1.9B MYR. Fundamentals as of Jul 19, 2026
Our scenario range runs from 0.8300 MYR (bear case) to 1.71 MYR (bull case); at 0.8000 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 11% below its 52-week high and 19% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 50%, 8397 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 21 models by family
Widest divergence: Asset-Based (1.40 MYR) versus Earnings-Based (0.4100 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 47 · Market factors (momentum, volatility) 59
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
Tiong Nam Logistics Holdings Berhad, an investment holding company, trades in diesel and petrol in Malaysia. The company operates in four segments: Logistics and Warehousing Services, Investment, Property development, and Dormitory.
Full company description
Tiong Nam Logistics Holdings Berhad, an investment holding company, trades in diesel and petrol in Malaysia. The company operates in four segments: Logistics and Warehousing Services, Investment, Property development, and Dormitory. It provides container haulage; cross-border and heavy transportation services; trucking and crane services; integrated logistics services; logistics solutions comprising comprehensive warehouse facilities and management; and trucking services, including general, cross-border, and heavy haulage, as well as air and sea freight forwarding, and last-mile delivery for e-commerce. The company also offers transportation and related services, such as forwarding, handling, forklifts services, labour, repairs, loading and unloading services. In addition, it provides coldroom facilities; stuffing and unstuffing; project management; custom clearance and related services, telephone, postages, and travelling charges; mobile cranes; and warehousing services, property investment, property development, and property letting services. Further, the company develops industrial and commercial parks; sells canvas; purchases tyres and accessories; repairs and maintains lorries that includes smash repairs; and rents warehouses and showrooms, offices, and service centres. Additionally, it engages in leasing of trucks; provision of courier transport, and public bonded warehousing and distribution services; administrative and commission agency activities; hostel management and related services; trading and distributing of food groceries; storage and management of empty containers; and acts as general sales agent for air, land, and sea logistics activities. The company serves domestic and multinational corporations in sectors, such as food and beverage, information technology, electrical and electronics, and the automotive industry. Tiong Nam Logistics Holdings Berhad was founded in 1975 and is headquartered in Johor Bahru, Malaysia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Tiong Nam Logistics Holdings reported revenue of 965M MYR in FY2026 versus 690M MYR in FY2022, a compound +8.8%/yr. Reported net income was 34.2M MYR in FY2026, compounding +60.1%/yr from FY2022.
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Peer Group
Integrated Freight & Logistics · 218 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 Integrated Freight & Logistics 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 Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Parcel Service, Inc UPS | $117.72 | $104.58 | -11% |
| FedEx Corporation FDX | $314.69 | $347.68 | +10% |
| Deutsche Post AG DHL | €57.22 | €53.18 | -7% |
| DSV A/S DSV | kr 1,660 | kr 712.57 | -57% |
| Kuehne + Nagel International AG KNIN | CHF 209.90 | CHF 147.92 | -30% |
| J.B. Hunt Transport Services, Inc JBHT | $291.41 | $133.80 | -54% |
| S.F. Holding 002352 | ¥31.91 | ¥48.64 | +52% |
| C.H. Robinson Worldwide, Inc CHRW | $193.50 | $86.56 | -55% |
| Expeditors International of Washington, Inc EXPD | $172.02 | $115.95 | -33% |
| ZTO Express (Cayman) Inc 2057 | HK$181.40 | HK$241.93 | +33% |
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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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