Macmahon Holdings（MAH）株式概要
マックマホン・ホールディングス・リミテッドは、オーストラリアと東南アジアの鉱山会社に地上採掘、地下採掘、採掘支援、土木インフラサービスを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、MAH 、リスクは検出されなかった。
MAH Community Fair Values
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Analyst Price Targets
Macmahon Holdings Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$0.96 |
| 52週高値 | AU$1.03 |
| 52週安値 | AU$0.27 |
| ベータ | 1.06 |
| 1ヶ月の変化 | 10.98% |
| 3ヶ月変化 | 47.69% |
| 1年変化 | 220.00% |
| 3年間の変化 | 638.46% |
| 5年間の変化 | 448.57% |
| IPOからの変化 | 9.09% |
最新ニュース
ナラティブの更新 • Jun 10
MAH: Wonawinta Contract Pipeline Will Limit Future Upside For Shares
Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, pointing to small adjustments in assumptions for discount rate, revenue growth, profit margin and future P/E, rather than any major shift in the overall valuation view. What's in the News Macmahon Holdings is in the spotlight among ASX penny stocks as it expands its mining services portfolio, according to recent coverage on smaller-cap opportunities.
ナラティブの更新 • May 27
MAH: Index Additions And New Contract Will Likely Mask Weaker Future Returns
Analysts have raised their fair value estimate for Macmahon Holdings from A$0.49 to A$0.74, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News Macmahon signed a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta Silver project in New South Wales, covering drill and blast plus load and haul operations over an expected 5 year term, with total services valued at A$190 million (client announcement).
ナラティブの更新 • May 07
MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk
Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).Recent updates
ナラティブの更新 • Jun 10
MAH: Wonawinta Contract Pipeline Will Limit Future Upside For Shares
Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, pointing to small adjustments in assumptions for discount rate, revenue growth, profit margin and future P/E, rather than any major shift in the overall valuation view. What's in the News Macmahon Holdings is in the spotlight among ASX penny stocks as it expands its mining services portfolio, according to recent coverage on smaller-cap opportunities.ナラティブの更新 • May 27
MAH: Index Additions And New Contract Will Likely Mask Weaker Future Returns
Analysts have raised their fair value estimate for Macmahon Holdings from A$0.49 to A$0.74, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News Macmahon signed a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta Silver project in New South Wales, covering drill and blast plus load and haul operations over an expected 5 year term, with total services valued at A$190 million (client announcement).ナラティブの更新 • May 07
MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk
Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).ナラティブの更新 • Apr 20
MAH: Index Additions And New Contract Will Mask Overvaluation Risk
Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).ナラティブの更新 • Apr 05
MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside
Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.ナラティブの更新 • Mar 22
MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside
Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.ナラティブの更新 • Mar 07
MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside
Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).ナラティブの更新 • Feb 21
MAH: Fair Value View Will Rely On Secured Revenue And Dividend Discipline
The analyst fair value estimate for Macmahon Holdings has shifted from A$0.65 to A$0.82. Analysts link this change to updated assumptions around the discount rate, revenue growth, profit margins, and future P/E.ナラティブの更新 • Feb 07
MAH: Stable Assumptions Will Likely Lead To Disappointing Future Earnings
Analysts have left their price target for Macmahon Holdings essentially unchanged at A$0.49, citing a steady view on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: The fair value estimate remains essentially unchanged at A$0.49 per share, indicating a stable central valuation view.分析記事 • Jan 30
Do Macmahon Holdings' (ASX:MAH) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...ナラティブの更新 • Jan 24
MAH: Steady Fair Value And Minor Assumption Shifts Will Shape Future Returns
Analysts have kept their fair value estimate for Macmahon Holdings steady at A$0.65, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E to refine their updated price target view. Valuation Changes Fair Value Estimate: Held steady at A$0.65 per share, with no change between the previous and updated assessment.ナラティブの更新 • Jan 09
MAH: Higher Discount Rate And Richer P/E Will Restrain Future Upside
Narrative Update on Macmahon Holdings The analyst price target for Macmahon Holdings has shifted from A$0.49 to A$0.65. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.ナラティブの更新 • Dec 25
MAH: Future Earnings Will Likely Disappoint Despite Lower Discount Rate
Analysts have nudged their price target for Macmahon Holdings slightly higher to reflect modest improvements in the company’s discount rate assumptions and long term profitability outlook, while leaving fair value essentially unchanged at about $0.49 per share. Valuation Changes Fair Value: Unchanged at approximately A$0.49 per share, indicating no material shift in the intrinsic value estimate.分析記事 • Dec 22
Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 25% Price Jump
Macmahon Holdings Limited ( ASX:MAH ) shares have continued their recent momentum with a 25% gain in the last month...ナラティブの更新 • Dec 11
MAH: Higher Discount Rate Will Likely Weigh On Future Earnings
Analysts have modestly raised their price target for Macmahon Holdings to approximately A$0.49 per share. This reflects slightly higher long term discount rate assumptions, while views on growth, profitability and valuation multiples remain largely unchanged.ナラティブの更新 • Nov 27
MAH: Rising Discount Rate Will Likely Pressure Future Profit Margins
Analysts have raised their price target for Macmahon Holdings from $0.44 to $0.49 per share. This change reflects increased expectations for revenue growth along with updated discount rate assumptions.分析記事 • Nov 13
Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 26
Macmahon Holdings' (ASX:MAH) Strong Earnings Are Of Good Quality
When companies post strong earnings, the stock generally performs well, just like Macmahon Holdings Limited's ( ASX:MAH...分析記事 • Aug 20
Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 37% Price Jump
Despite an already strong run, Macmahon Holdings Limited ( ASX:MAH ) shares have been powering on, with a gain of 37...ナラティブの更新 • Aug 20
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Despite a notable reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has contributed to a raised analyst price target for Macmahon Holdings from A$0.37 to A$0.41. Valuation Changes Summary of Valuation Changes for Macmahon Holdings The Consensus Analyst Price Target has significantly risen from A$0.37 to A$0.41.
新しいナラティブ • Apr 27
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value.分析記事 • Feb 24
Macmahon Holdings' (ASX:MAH) Soft Earnings Are Actually Better Than They Appear
Soft earnings didn't appear to concern Macmahon Holdings Limited's ( ASX:MAH ) shareholders over the last week. We did...分析記事 • Feb 19
Macmahon Holdings (ASX:MAH) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Nov 19
Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 04
The Market Lifts Macmahon Holdings Limited (ASX:MAH) Shares 25% But It Can Do More
Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 25% after a shaky period...分析記事 • Mar 14
Macmahon Holdings Limited's (ASX:MAH) Shares Bounce 26% But Its Business Still Trails The Market
Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 26% after a shaky period...分析記事 • Nov 27
Is Macmahon Holdings (ASX:MAH) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 30
Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)
Key Insights The projected fair value for Macmahon Holdings is AU$0.15 based on 2 Stage Free Cash Flow to Equity...分析記事 • Apr 20
Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 28
Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Aug 12
Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)
In this article we are going to estimate the intrinsic value of Macmahon Holdings Limited ( ASX:MAH ) by taking the...分析記事 • Apr 27
Are Investors Undervaluing Macmahon Holdings Limited (ASX:MAH) By 43%?
Does the April share price for Macmahon Holdings Limited ( ASX:MAH ) reflect what it's really worth? Today, we will...分析記事 • Feb 28
Broker Revenue Forecasts For Macmahon Holdings Limited (ASX:MAH) Are Surging Higher
Macmahon Holdings Limited ( ASX:MAH ) shareholders will have a reason to smile today, with the analysts making...株主還元
| MAH | AU Metals and Mining | AU 市場 | |
|---|---|---|---|
| 7D | 3.2% | 4.8% | 3.0% |
| 1Y | 220.0% | 62.1% | 3.5% |
業界別リターン: MAH過去 1 年間で62.1 % の収益を上げたAustralian Metals and Mining業界を上回りました。
リターン対市場: MAH過去 1 年間で3.5 % の収益を上げたAustralian市場を上回りました。
価格変動
| MAH volatility | |
|---|---|
| MAH Average Weekly Movement | 7.6% |
| Metals and Mining Industry Average Movement | 12.3% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.2% |
| 10% least volatile stocks in AU Market | 4.1% |
安定した株価: MAH 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MAHの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1963 | 10,220 | Mick Finnegan | www.macmahon.com.au |
マックマホン・ホールディングス・リミテッドは、オーストラリアと東南アジアの鉱山会社に地上採掘、地下採掘、採掘支援、土木インフラサービスを提供している。4つのセグメントで事業を展開：地表鉱業、坑内鉱業、国際鉱業、土木インフラ。同社は、バルク・選択採掘、鉱山計画・分析、ドリル・発破、破砕・篩い分け、固定プラント・メンテナンス、水管理、機器操作・メンテナンス、技術、安全ソリューションなどの地表採掘サービスを提供している；鉱山開発・生産、採鉱・生産掘削、ケーブル・ボルト、ショットクリーティング、遠隔立坑ライニング、ペースト充填、立坑掘削・据付などの坑内採鉱サービス、立坑ライニング・メンテナンス、鉱石パスライナー、ワインダー改修、運搬、破砕、マテリアルハンドリング、緊急脱出システム、ポンプ場・立上り本管、現場作業場・インフラなどのエンジニアリングサービス。また、表土・残土剥ぎ取り、粗土工事、道路設計・建設、鉱山インフラ・サービス、列車積込施設、鉱滓貯蔵施設、キャンプ・遠隔地村落宿泊施設、橋梁工事、鉄道・空港インフラ、太陽光・風力・蓄電池設備を含む再生可能エネルギー・プロジェクトのプラントバランス工事、ダム・小川分水路・洪水堤防・排水構造物などの水インフラ、緑化、非プロセス・インフラ、リハビリテーション監視・保守などの鉱山支援サービスも提供している。さらに同社は、オペレーター指導や業界スキルトレーニング、文化改革プログラム、メンタルヘルスプログラムなどのアドバイザリー業務改善サービスも提供している。同社は1963年に法人化され、オーストラリアのパースに本社を置いている。
Macmahon Holdings Limited 基礎のまとめ
| MAH 基礎統計学 | |
|---|---|
| 時価総額 | AU$2.05b |
| 収益（TTM） | AU$92.13m |
| 売上高(TTM) | AU$2.56b |
22.2x
PER（株価収益率0.8x
P/SレシオMAH は割高か？
公正価値と評価分析を参照収益と収入
| MAH 損益計算書（TTM） | |
|---|---|
| 収益 | AU$2.56b |
| 売上原価 | AU$689.39m |
| 売上総利益 | AU$1.87b |
| その他の費用 | AU$1.77b |
| 収益 | AU$92.13m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.043 |
| グロス・マージン | 73.03% |
| 純利益率 | 3.60% |
| 有利子負債／自己資本比率 | 45.0% |
MAH の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.6%
現在の配当利回り44%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/16 16:38 |
| 終値 | 2026/06/16 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Macmahon Holdings Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Megan Kirby-Lewis | Barrenjoey Markets Pty Limited |
| Marcus Barnard | Bell Potter |
| Cameron Bell | Canaccord Genuity |